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LISA FREE

Head of Financial Planning,
Financial Advisor

Lisa joined McDonald and Barranco Capital Wealth Management as an LPL Financial Advisor in 2009. She provides her clients with a wide array of financial advisory and wealth management services through LPL Financial.

Prior to working with McDonald and Barranco, Lisa worked with The Colonial BancGroup, Inc. During her tenure with them, she worked in various financial and accounting positions with responsibility over corporate accounting, internal financial reporting and analysis, SEC and regulatory reporting, and corporate tax. In her latter years at Colonial BancGroup, she was the Director of Investor Relations. While in this role, she worked with investors and analysts to provide information and clarification on the financial matters of the company.

Lisa is a 1988 graduate of Florida State University with a degree in accounting and is a CPA. After graduation Lisa joined KPMG, a “big four” accounting firm, where she provided audit and advisory services to her clients. Her clients consisted of large publicly traded corporations and small not-for-profit organizations.

Lisa is an active member of Aldersgate United Methodist and is on the board of directors of the Clefworks organization. She is married to John Free, who is also a CPA. 

COMMUNITY OUTREACH


For over 35 years, the Central Alabama Community Foundation has been a valued community partner and resource for nonprofits and students in the River Region, the Wiregrass, and East Alabama. Through the generous support of individual and corporate donors, the foundation provides over $5 million in grants and scholarships each year that meet diverse community needs, supporting programs and projects in education, human services, health, cultural arts and other civic concerns.

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CONTACT

350 Leavell Circle Montgomery, AL 36117 - 334.387.0094 Mon-Fri: 8am - 4pm  

SERVICES

Individuals & Families Business Consulting Charities & Non-Profits  

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DISCLOSURE
CLIENT RELATIONSHIP SUMMARY
LPL FINANCIAL CRS LPL
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Securities offered through LPL Financial. Member FINRA & SIPC. Advisory services offered through InVista Advisors, a Registered Investment Advisor, and a separate entity from LPL Financial.

The LPL Financial registered representatives associated with this page may only discuss and/or transact securities business with residents of the following states: AL, GA, FL, KY, LA, MD, MT, NC, TX, VA.

Advisors associated with InVista Advisors may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of InVista Advisors; or (2) solely investment advisor representatives of InVista Advisors and not affiliated with LPL Financial. Investment advice offered through InVista Advisors, a registered investment advisor and separate entity from LPL Financial.

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  • HOME
  • ABOUT
  • SERVICES
    • INDIVIDUALS & FAMILIES
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    • CHARITIES & NON-PROFITS
  • TEAM INVISTA
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