Lisa Free joined Waverly Advisors in July of 2026 following the acquisition of InVista Advisors by Waverly Advisors, LLC.
As a Wealth Advisor, Lisa brings nearly 40 years of experience in financial planning, investment management, corporate accounting, and financial reporting. She finds great fulfillment in helping clients develop their financial and estate planning goals and working alongside them to achieve their objectives.
Outside of work, Lisa cherishes spending time with her family and her five-pound Yorkie, Josie. She especially enjoys visiting Lake Martin in Alabama and attending Auburn basketball games. Lisa also enjoys playing Mahjong, running, and traveling.