Your Team:
Lisa Carlson, CFP®

Lisa Carlson, CFP®

Wealth Management

Lisa Carlson, CFP



With over 25 years of experience in the financial services industry, Lisa takes pride in developing long-term relationships with clients and utilizes her knowledge and skills to provide
them with exceptional and dependable customer service.

Lisa earned her bachelor’s degree in Business Economics from the State University of New
York College at Oneonta. She currently holds her Series 7, 66 and 63 securities licenses and
has earned her certification as a CERTIFIED FINANCIAL PLANNERTM professional. Lisa is
personally rewarded by the opportunity to work with the professional and courteous team at
Great Scott Financial Services and believes that they truly go the extra mile for their clients.

Originally from Long Island, NY Lisa relocated to Nazareth, PA in 2007 where she currently resides with her husband, Scott, and their two children, Eric and Ryan. In her free time,
Lisa enjoys traveling, watching her boys play ice hockey and volunteering for various sports,
school and community organizations.

Check out the background of this investment professional on FINRA’s BrokerCheck.