Lisa Sloan

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Lisa SloanFinancial Advisor

ConnectW Board Member: Treasurer

Member since 2008 10+

Waddell & Reed, Inc.

334 NE Irving Ave, Suite 102
Bend, OR 97701 | Map

Office: 541-382-1456

Cell: 310-403-7168

Cell: 310-403-7168

[email protected]

As a Financial Advisor, I focus on personalized, comprehensive financial planning and helping clients put investment programs in place to pursue their goals and needs.
The biggest compliment I can receive is your referral!