Bio

Lisa Grimes has worked in the financial services industry since 1989, and for Sanctuary Wealth and its predecessors since 1990, joining the Cooke Financial Group in 1991. She specializes in overall wealth management.

Lisa resides in Carmel, Indiana with her two children. They enjoy international and domestic travel.

Education

• B.A. in Finance – Indiana University Kelly School of Business

Community

• Board of Directors – Damar Foundation

Awards*

• Five Star Wealth Manager – 2018-2024 – Five Star Awards

Designations

• CFP® – CERTIFIED FINANCIAL PLANNER™ certification is the standard for financial planning. CFP® professionals complete rigorous education on dozens of topics including stocks, bonds, taxes, insurance, retirement planning, and estate planning. Individuals who hold CFP® have demonstrated competency in all areas of financial planning.

Licenses

• Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
• Series 66 – The Series 66 is an exam and license that entitles the holder to legally act in the capacity of investment advisors or wealth/asset managers.

* Award Disclosure: Results not guaranteed. Individual experience may vary.

Five Star Professional Wealth Manager Award (2018-2024), created by Five Star Professional. Most recently presented in September 2023 based on data gathered from November 2023 to May 2024. No fee was paid to be included in the ranking.