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LISA BURTON Client Services

863-904-4745 office
863-940-4790 paper

Lisa recently joined the Core Wealth team after having worked in the wealth management industry since 2013.  Lisa is responsible for providing boutique services to our clients, coordinating wealth management administration with our partners at Fidelity Investments and supporting ongoing logistical improvements for our advisors.  A graduate in Human Development and Family Studies with a minor in Business Administration from Auburn University, Lisa currently serves on the Board of Trustees for the Learning Resource Center of Polk County, Inc.

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Contact LISA BURTON