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Lisa Williams, Recruitment Director
Phone: 402-558-6860 Lisa Williams joined Heritage Financial Services in 2010 bringing with her over 15 years of experience in the financial recruiting industry. Lisa has affiliated herself with Heritage Financial Services to provide professional talent acquistion and substantial growth of the firm. Prior to joining Heritage Financial Services, Lisa spent over 15 years as a Certified Senior Account Manager specializing in executive level searches within the banking and finance industry. WIth several Regional and National honors, she consistently placed herself within the Top 10% of recruiters within that system worldwide. Lisa and her husband Scott enjoy spending time with their two daughters who are both active in high school sports. Together they enjoy golf, select softball and being active in their church, school and community. 
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Heritage Financial Services, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Heritage Financial Services, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Heritage Financial Services, LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Heritage Financial Services, LLC, 1010 S. 120th Street, Suite 200, Omaha, NE, 68154 (402) 558-6860 |
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