Stearns Financial

Lisa Gibson

Investment Operations

Greensboro, NC | 336-230-1811

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

Lisa was born and raised in Greensboro, North Carolina, living there all her life except for a short time in Lynchburg, Virginia while in college and a few years in Archdale, North Carolina. She enjoys reading mysteries, trilogies and self-advancement books, and she is a total foodie who enjoys experiencing new restaurants. She loves to stay busy with family, friends and volunteering at the High Point Theater. She has two children. Her son, Dylan, is married to Kendall and they have a son, Ryder. They live in Thomasville, North Carolina. She loves being an Oma! Her daughter, Amber, married Peter Lake in February 2023 and they live in Leland, North Carolina.

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.