Lisa L. Micklevitz
Wealth Manager Assistant
Business & Management
4 Oaks Wealth Management LLC
United States of America
Biography
Lisa is the first voice you hear when you call the office. As a Wealth Manager Assistant she is an expert in maneuvering through forms and tracking down answers to account related questions. Lisa is fully registered having passed her Series 7 and Series 66 exams, and she has her life and health insurance licenses as well.
Research Interest
Business & Management
