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Lisa  Sloan

Lisa Sloan

Financial Advisor

Lisa Sloan has been with Waddell & Reed since 2001, and has been based in the Bend branch since 2008. She graduated from Washington State in 1989 with degrees in Finance and Psyhchology. Lisa enjoys focusing on financial planning for younger families and couples, as well as for middle aged women. Outside of work, Lisa enjoys the greater outdoors of Oregon and spending time with her husband and son.


Waddell & Reed is not affiliated with any other entities referenced herein.  07/18