Lisa M. Marsden | Financial Advisor and Compliance Specialist | Financial Services Expert – Training Doyens

Lisa M. Marsden

Lisa M. Marsden
President, Coulter Strategic Services

Years of Experience: 30+ years
Areas of Expertise: Financial Services
Coulter Strategic Services provides Financial Advisors and compliance consulting firms with compliance and project management services and customized compliance training. Prior to starting her own firm, Ms. Marsden was a partner and member of the C-Suite at Financial Advisory Firms in Florida. Ms. Marsden has a degree in computer programming from Keiser University and holds the Investment Advisor Certified Compliance Professional Designation, and she is a CFA Investment Foundations Certificate Holder. Ms. Marsden is the 2017 President of the Financial Planners Association of South Florida.

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