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Alisa E

Series 66

Lake City, FL

Edward Jones

Alisa Epperson is a financial advisor with Edward Jones in Lake City, FL, holding a Series 66 designation and seven years of industry experience. She worked at Columbia Bank for ten years before joining Edward Jones in 2018. Outside of her advisory work, Alisa serves as a board member for the Pregnancy Care Center in Lake City, participating in monthly meetings and organizational decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Charitable giving & philanthropy Wealth management General estate planning guidance Retirement income strategy Retirement withdrawal strategies Retired Founder/Business Owner Executive
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