Edward Jones - Financial Advisor: Lisa Raimondi

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Edward Jones - Financial Advisor: Lisa Raimondi My mission is to help you and your family feel confident, purposeful and secure about your financial future.

Whether you're building wealth, preparing for retirement or preserving what you've worked hard to achieve, I'll take the time to understand what matters most to you, create a personalized strategy and partner with you every step of the way. I chose this career because I genuinely enjoy helping others thrive and believe financial success is about far more than numbers. To me, wealth is a tool that creates opportunities: the freedom to spend time with loved ones, support the people and causes you care about, and enjoy meaningful experiences along the way. I joined Edward Jones because its values and commitment to serving others closely align with my own. I was raised in a small Midwestern town, where my parents, teachers and coaches instilled the values of hard work, integrity, kindness and living within your means. Those lessons shaped my belief that lasting wealth is built through discipline, thoughtful decision-making and staying focused on what truly matters. My journey then took me to Boston, where I studied engineering at MIT. After several years of teaching and coaching, I moved to Gig Harbor in 2016 and founded Harbor Gymnastics, partnering with PenMet Parks to provide a youth gymnastics program for local families. My husband, George, and I have been married for 18 years and are blessed with three children: Mason, Aliya and Owen. Family, meaningful relationships and giving back to our community are at the heart of who I am. In our own lives, we value experiences, time together and serving others more than accumulating things, and some of our favorite moments are the simple ones spent with family and friends. I'm inspired every day by the people I have the privilege of serving. Many of my clients share a commitment to working hard, spending wisely, caring deeply for their families and using their resources intentionally. My team and I are dedicated to providing an exceptional client experience and helping families align their wealth with the life they want to live. We're grateful for the opportunity to serve our community and would be honored to help you discover and achieve your financial goals. Whether you live near or far, we look forward to connecting with you and your loved ones.

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your ...
10/14/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/3UoMifg

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.
10/07/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consum...
10/05/2026

Rising rates have grabbed headlines, but they're only one inning in a much longer game. Easing inflation, healthy consumer spending and growing corporate profits point to an economy that remains on solid footing.

Investment Analyst Brock Weimer shares insights from market history, exploring how stocks have performed following sharp increases in bond yields and what those trends may signal for investors in the latest Weekly Market Wrap: https://bit.ly/4j5ACbk

10/02/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

Content provided by Edward Jones

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI invest...
09/28/2026

Bond yields recently climbed to their highest levels in decades as investors weighed sticky inflation, booming AI investment and robust economic growth. In this evolving environment, higher interest rates are creating new opportunities in fixed income while shifting market leadership across equities.

Senior Economist James McCann shares his perspective on how investors can navigate today's higher-rate environment in the latest Weekly Market Wrap: https://bit.ly/4rxcrVj

09/25/2026

Whatever your financial goals may be, my priority is to serve you with depth and care. That’s why I offer comprehensive financial planning to help organize your finances in support of your long-term goals.

Financial planning can be a great fit if you’re looking for strategies around retirement income, tax-efficient investing, or estate and wealth transfer considerations.

Learn more in the video or reach out and I’ll walk you through what to expect as a financial planning client: https://bit.ly/3V30Pxp

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an ...
09/22/2026

The Fed raised interest rates for the first time in three years, as widely expected. While the announcement prompted an initial market reaction, resilient economic growth, strong corporate earnings and continued consumer spending could help support equities, even if interest rates move somewhat higher. Meanwhile, higher short-term bond yields may create new opportunities for investors seeking income.

Brian Therien, Investment Strategist, shares his perspective on what a more hawkish Fed policy could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4ji0qks

Market volatility doesn’t just impact investments — it can shape careers and income too.As job competition increases, bu...
09/18/2026

Market volatility doesn’t just impact investments — it can shape careers and income too.

As job competition increases, building in-demand skills like analytical thinking, adaptability and communication can play a key role in supporting long-term earning potential. Stronger income can mean more opportunities to save, invest and stay on track toward your goals.

If you’re thinking about your financial future, your career strategy matters more than ever.

Discover five essential skills, from AI literacy to emotional intelligence, that can help you stand out in today's job market and boost your earning power.

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as w...
09/14/2026

Rising oil prices and a hotter-than-expected CPI report have strengthened expectations for potential Fed rate hikes as we head into what is likely to be the year's most closely watched Federal Reserve meeting.

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on whether this is the start of a longer policy tightening path, and what it could mean for portfolios in the latest Weekly Market Wrap.



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3312 Rosedale Street , Ste. 202
Gig Harbor, WA
98335

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