Lisa-Aldrete

Lisa Aldrete

Senior Relationship Manager

Lisa Aldrete is a Senior Relationship Manager working out of the New Orleans and Greenwood Village offices of United Capital Financial Advisors. She is responsible for meeting preparation, attending client meetings to lend support. Her responsibilities also include supporting clients through day-to-day operations, meeting follow-up and financial planning support.

Lisa has more than 40 years of financial industry experience, which began with Sentra Securities. She was a Branch Operations Manager for the Office of Supervisory Jurisdiction of seven advisors and has a vast knowledge of the financial industry that benefits clients as they pursue their financial goals.

Lisa lives with her husband, George, in Louisiana. They are proud parents of four grown children, 11 grandchildren and one great grandson. They enjoy the beach, family seafood boils and any activity that includes their children and grandchildren, the Saints and LSU.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

  • Share your current situation and goals
  • Receive an introduction to an advisor
  • Get your financial questions answered

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