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Lisa M

Series 63, Series 65

Paxico, KS

Equitable Advisors

Lisa Mccue is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Oppenheimer & Co. Inc. for nine years. In addition to her advisory role, she serves as the mayor of Paxico, Kansas. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of programs and third-party asset managers to tailor investment solutions based on client information and risk tolerance.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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