Lisa Rancourt, CRC®
FVP - Operations Manager, Ion Investments
Financial Advisor, Osaic Institutions
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Ion Investments team
Lisa Rancourt, CRC®
FVP – Operations Manager, Ion Investments
Financial Advisor, Osaic Institutions
About Lisa
Forty years of keeping every detail right.
As Operations Manager, Lisa has over 40 years of experience in the financial services industry. She holds Series 6, 7, 63 & 65 registrations and CT/MA Life Insurance license, as well as a CRC certification. Lisa and her family reside in Longmeadow MA.
Where you’ll find Lisa
Supporting clients across all 34 Ion Bank locations.
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34 branches, one team
Lisa supports clients and advisors across every Ion Investments location in Connecticut, New Jersey & Massachusetts.