Background
Lisandra is a Financial Consultant with Truist Investment Services, where she partners with individuals, families, and business owners to make informed financial decisions and pursue their long-term goals. With more than 21 years of experience in the financial services industry, she works closely with clients to develop investment strategies aligned with their financial objectives and circumstances. She takes a thoughtful approach to understanding each client's needs and evaluating available financial strategies and solutions.
Lisandra develops investment strategies that align with her clients' goals and priorities. She focuses on understanding each client's unique situation and providing guidance based on their financial objectives and circumstances.
Originally from Cuba, Lisandra immigrated to the United States at the age of 11 and is fluent in Spanish. Her bilingual capabilities and multicultural background help her serve a diverse range of clients, including international families and business owners.
Lisandra holds FINRA Series 7 and 66 registrations, as well as life, health, and variable annuity licenses. Prior to joining Truist in 2021, she built a successful career guiding clients through investment, retirement, and wealth preservation planning.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
A graduate of Florida Gulf Coast University, Lisandra is passionate about giving back to her community through volunteer service and local involvement. After spending more than two decades in Naples, Florida, she recently relocated to Dallas, Texas, with her husband, John, and their daughter, Ella. As they settle into their new home, the family is enjoying all that Dallas has to offer and embracing this exciting new chapter together.