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6801 Cahaba Valley Road, Suite 206 Birmingham, AL 35242

Mon – Fri: 8:00am – 5:00pm

(659) 238-0010

Lisa Pettis, QKA, QPFC

Vice President, Senior Relationship Manager
(659) 238-0010 ext. 109

Lisa Pettis serves as a Vice President, Senior Relationship Manager for Advo(k)ate Advisors, LLC (a registered office of Osaic Wealth, Inc.). Lisa joined the industry in 2005 upon earning her Bachelor’s in Accounting and Master’s in Business Administration from Troy University. Lisa is responsible for managing all aspects of our client relationships, including benchmarking of qualified plans, leading enrollment meetings, educating plan participants, conducting investment analyses, preparing retirement plan proposals, helping plan sponsors convert and implement retirement plans and providing support to clients. Lisa holds securities registrations 7, 63 and 65. She is a Qualified 401(k) Administrator from the American Society of Pension Professionals & Actuaries, and she also holds the Certified Plan Fiduciary Advisor Designation from the National Association of Plan Advisors.


Bachelor Degree in Accounting
Master Degree in Business

Troy University

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