Lisa Cardwell

Lisa Cardwell - MBA

Financial Services Representative

1819 Main Street, Suite #1300 (Penthouse)
Sarasota, FL 34236

Phone: (941)961-6153
Fax: (941)366-3398
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
    •   

QUALIFICATIONS

  • Licensed to sell Life in FL, MD & VA
  • Licensed to sell Health Insurance in FL & VA
  • Licensed to sell Property & Casualty in FL
  • Registered to offer securities products in FL, VA & MD
  • Securities licenses include Series 6, 63, 26 & 51
  • Masters in Business Administration
  • Bachelor of Science in Finance
  • Associate of Applied Science in Financial Management
  • Tax Sheltered Annuity Certifed
  • 21 years in Finance, Insurance & Financial Services

PERSONAL

  • Family: Nala & Maya, Tabby & Calico Cats
  • Hobbies: Reading, Cooking & Traveling

ORGANIZATIONS

  • Lifetime Member of NBMBA Association 

I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.  Some health insurance products offered by unaffiliated insurers through Enterprise General Insurance Agency, Inc.(EGA), Somerset, NJ  08873.  Metropolitan Life Insurance Company(MLIC). Securities products offered through MetLife Securities, Inc. (MSI) (FINRA/SIPC), both located at 200 Park Avenue,  New York, NY 10166. EGA, MLIC & MSI are MetLife companies. L0211163364[exp0213][FL,MD,VA]