With over 25 years of experience in the financial services industry, Lisa Ruela is a dedicated Senior-Registered Client Associate known for her client-focused approach and commitment to exceptional service. As the backbone of the team’s administrative operations, she ensures every client interaction is seamless, efficient, and personalized.
Lisa thrives on building strong relationships and creating a welcoming experience for clients. Whether assisting with account management, coordinating requests, or handling administrative details with precision, she takes pride in ensuring every client feels valued, supported, and confident in their financial journey. Her attention to detail and proactive mindset allows her to anticipate client needs, providing an unmatched level of service.
Lisa earned her bachelor’s degree in economics from Montclair State University, which equipped her with a strong financial principles and market dynamics foundation. She lives in Manahawkin, NJ, with her husband, John, and their son, John. Outside of work, she enjoys spending time with family, connecting with friends, and embracing the coastal lifestyle of her community.