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meet the team lisa ashcroft

Personal Investments

Photo of Lisa Ashcroft
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Lisa Ashcroft, CTFA

VICE PRESIDENT AND WEALTH TRUST ADVISOR

With more than 23 years of experience in the financial services industry, Lisa has a passion for helping her clients achieve their dreams. As a vice president and wealth trust advisor, she strives to provide excellent financial and trust guidance. Lisa earned her bachelor’s degree from Alvernia University. She also holds her Certified Trust and Fiduciary Advisor (CTFA) designation. Lisa is active in her local community and currently serves as a board member and treasurer of Antietam Valley Community Partnership. Additionally, she volunteers with her son’s scouting troop and at school events. When not working diligently on behalf of her clients, Lisa enjoys skiing, swimming, hiking and spending time with family and friends.


HAVE AT IT! CALL ME OR MESSAGE ME


Please be advised that trade requests or other time sensitive account requests should not be made via the website as no assurance can be provided that the requests will be received or processed.

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