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Lisa D
Series 66
Montrose, CO
Lion's Eye Wealth LLC
Lisa Durant is a Series 66-licensed financial advisor with seven years of industry experience. She currently leads Lion’s Eye Wealth LLC, an independent advisory firm, and has prior experience at Morgan Stanley Private Bank and High Country Capital Management. Outside of advising, she contributes written thought pieces to several media publications. Lion’s Eye Wealth LLC manages approximately $7 million in discretionary assets for a small client base including individuals, high-net-worth clients, trusts, estates, family offices, and businesses. The firm employs both active and passive strategies and offers a range of planning services within its asset-based advisory relationships while providing educational seminars and access to select private funds.
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