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Lisa M. Joseph

Senior Relationship Advisor, Certified IRA Specialist

Phoenix, AZ | (602) 468-1650

Lisa M. Joseph

Expertise

Lisa Joseph is a Senior Trust Advisor responsible for providing holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. Lisa Joseph has expertise in Individual Retirement accounts and retirement planning. She has over 33 years of experience in wealth management.

Experience

Prior to joining Northern Trust in 1989, Lisa worked at a prominent brokerage firm in Cincinnati, Ohio for 3 years, where she served as a financial analyst.

Community Involvement

Lisa Joseph volunteers at Honor Health Hospital at Thompson Peak as a patient advocate. Lisa is also involved with the Honor Health Foundation.

Joined Northern Trust

1989

Education

Associates in Finance from University of Cincinnati Bachelor in Business Administration and Finance from University of Phoenix.

Credentials

Certified IRA Services Professional (CISP).

Phoenix

Cash Services Available | ATM Outside*

Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

2398 East Camelback Road

Suite 1100

Phoenix, Arizona 85016

Call: +1- 602-468-1650
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*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.