Lisa Burton is the Director of Client Relations and Family Office Services at CORE Wealth Advisors. Drawing on her background as a project manager, she applies her organizational expertise and skill in managing complex initiatives to deliver seamless, high-touch support for clients and internal teams. 

Lisa oversees client onboarding, account maintenance, and family-office services, ensuring a personalized and elevated experience for high-net-worth individuals and families. 

She earned a bachelor’s degree in Human Development and Family Studies, with a minor in Business, from Auburn University. Lisa is active in her community, serving as a past president of the Learning Resource Center of Polk County and a board member and treasurer of South McKeel Academy’s PTO.