Lisa Gibson

Senior Investment Administrator

Overview

Lisa is a senior investment administrator with SFG. She joined the firm in 2014 as a client service associate and moved into the administrator role in 2015. As the senior investment administrator, Lisa coordinates everything involved in our client’s alternative investments. Her strong background in customer service, insurance and financial services (totaling over 30 years) is utilized every day and comes through in the high caliber of service she provides SFG clients.

Credentials & Professional Associations

Life Office Management Association (LOMA) Designations include:
Associate, Customer Service (ACS)
Associate, Insurance Agency Administration (AIAA)
Fellowship, Life Management Institute (FLMI)
Certified Executive Assistant (CEA), specializing in Estate Planning

Community Service

Volunteer, YMCA Bright Beginnings program
Board Member / Volunteer, High Point Theater

About Me

I was born and raised in Greensboro, NC, living there all my life except for a short time in Lynchburg, VA for college, and a few years in Archdale, NC. I now live in Bolivia, NC, which is only a 10-minute drive to Oak Island and the beach! It has always been a dream to live near the ocean. I enjoy reading and am a total foodie and have so many new places to try at the beach. My newest obsession is gardening. I have two children, Dylan and Amber. Dylan, wife Kendall and son, Ryder, live in Thomasville, NC. Amber and husband, Peter, live in Leland, NC. I love being an Oma (German for grandmother)!

Chapel Hill Office

1414 Raleigh Road,
Suite 110
Chapel Hill, NC 27517
(919) 636-3634

Greensboro Office

324 W. Wendover Avenue,
Suite 204
Greensboro, NC 27408
(336) 230-1811

Contact Information

stearnsfinancial@stearnsfinancial.com
toll free: (800) 881-7374

Stearns Financial Group (SFG) is registered with Hightower Advisors, LLC, a registered investment advisor with the SEC. Advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. SFG and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This is for informational purposes only; the opinions expressed are solely those of SFG and do not represent those of Hightower Advisors, LLC, or any of its affiliates.

Legal & Privacy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is a SEC registered investment adviser.