Lisa Padget – Insurance Analyst

Lisa joined Stavis, Margolis Advisory Services, Inc. in October 2003 as the Firm’s Insurance Analyst. She is responsible for the insurance and annuity operations, including but not limited to, the underwriting process, licensing and contracting, and client services.

A graduate of The University of Texas at Austin with a degree in Economics, Lisa brings to the firm over 15 years of experience in the Financial Services industry. Early in her career, she developed her Customer Service, Training and Development, and Mentoring skills at Bank One, Texas, N. A. at their downtown Houston headquarters.

From 1994 to 2002, she was employed with American General Life Insurance Company, now known as AIG/American General. She held a variety of increasingly responsible positions such as Agency Compensation Analyst, Product and Illustration Support Representative, Consumer Affairs Analyst, and Senior Analyst.

In October 2002, she accepted the Director of Marketing position at 3 Mark Financial Incorporated located in Houston, Texas. Upon leaving 3 Mark in May 2003, Lisa accepted her current position at Stavis Margolis. Lisa holds her Series 6 FINRA license and is a registered representative of FSC Securities Corporation. Member FINRA/SIPC. Lisa also holds her Group One State of Texas Insurance License.