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| Lisa D'Amico
True North Financial Group
Financial Services Professional
Contact Lisa
401.256.4499
ldamico@finsvcs.com
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Through
trusted, long term relationships, we help families, individuals
and business owners develop a strategy for their financial future. By
taking a holistic approach to financial services, we help our clients
develop a sound, comfortable road map to their financial destinations.
Specific areas of focus and expertise include: Protection Products,
Tax Reduction Strategies, Retirement, Estate Planning,
Education Tuition Products, Investment and Asset Allocation, Business
Succession Strategies, 401(k) and Pension Products, and Benefits Design.
| Experience |
| Current
| Financial Services Professional, True North Financial Group, Providence, RI | | | | 2001 - 2009
| Financial Services Professional, Northwestern Mutual Financial Network, Phoenix, AZ and Providence, RI
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Education |
| FINRA Registrations
| Registrations Series 6 and 63
| | | | 1999
| Johnson & Wales University, BS in Management
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Personal |
| • Married for 12 years to David and they have three boys, David, Domenic and Dante.
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| • Enjoys spending time with her family and playing softball and basketball in her spare time
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Learn more: Products & Services | About Bruce | About Lisa | Calendar of Events | Licensing
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| Neither MassMutual nor any of its employees or
agents are authorized to give legal or tax advice. Consult your own
personal attorney legal or tax counsel on specific legal and tax
matters.
Lisa D'Amico is a registered representative of an offer securities through
MML Investors Services, Inc., member SIPC. www.sipc.org Supervisory
office, 10 Charles St, Ste 210, Providence RI 02904, (401) 435-3800.
Insurance offered through Massachusetts Mutual Life Insurance Company
and other fine companies. True North Financial Group is not a
subsidiary or affiliate of MML Investors Services, Inc or MassMutual or
People's Credit Union.
• NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
• NOT FDIC OR
NCUA INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT
GUARANTEED BY ANY BANK OR CREDIT UNION
• MAY GO DOWN IN VALUE CRN201010-115611
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