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Lisa Deves
Registered Principal
lisa.deves@sagepointadvisor.com
636-449-2194


Lisa provides supervisory oversight of the Financial Advisors located in their office and their affiliated branches.   She is responsible for ensuring the Financial Advisors comply with SagePoint Financial’s Compliance Standards as well as the Security Industry’s Regulatory Requirements.    

Lisa has over 30 years experience in the Financial Services Industry.  She began her Investment career as a Financial Advisor with INVEST Financial Corporation and later served as Vice President with Boatmen’s Investment Services (now Merrill Lynch Wealth Management), managing the Equity Research, Marketing, Product Development, and Training Departments for the bank broker dealer.  Along with her husband John, she has spent the past 17 years co-managing their practice while helping independent advisors with regulatory oversight and compliance.

Lisa earned a BS in Accounting with a minor in Management from Maryville University.   She currently holds FINRA Series 7, 24, 53, and 63 licenses as well as a Missouri Life and Health Insurance license.   




 
 
 

Securities, Investment Advisory and Insurance services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.

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