About Us

Lisa Robinson

Financial Professional
Phone: 407-926-2588
Fax: 407-872-3887

Lisa and her team are a part of the Retirement Benefits Group (RBG), a specialized division of Equitable Advisors. The RBG works with local nonprofit and public school employees to build strategies to help them meet there financial goals throughout their employment and retirement years. Lisa is a graduate of Metropolitan State University in St. Paul, Minnesota obtaining her Bachelors of Arts degree in Sales and Marketing. Lisa has obtained her FINRA Securities Registration Series 7, in addition to Life, Health and Variable Annuity Insurance Licenses. Lisa over the years has been actively involved in many community organization including -Clean the World, Keep Brevard Beautiful, Additions Volunteer for OCPS, Florida State Golf Association, and Orlando Women’s Golf Association.



Lisa’s goal is to provide individuals, business owners and corporation with comprehensive insurance, investments and wealth preservation services. Through Equitable, Lisa’s program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and objectives. Each Financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.

 

Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).

California Insurance License #: 4110889

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F65813

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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