Isaacs Nugent

Lisa Isaacs Nugent, Vice President, Investments | Financial Advisor Moors & Cabot Investments 

With over 34 years of experience in the financial services industry, Lisa Isaacs Nugent serves as Vice President, Investments at Moors & Cabot Investments, guiding individuals, families, and businesses through the complexities of wealth management. Lisa begins every client relationship with a conversation—learning what matters most to each person and developing a personalized strategy to help them pursue their financial goals. Through Moors & Cabot and RBC Research, she provides clients access to world-class investment insights, disciplined portfolio construction, and risk management strategies. Her areas of focus include: Disciplined Asset Allocation Retirement Planning Open Architecture Investment Management Structured Note Investments Insurance & Long-Term Care Planning Customized Lending Solutions Trust & Estate Planning Services Lisa completed the College for Financial Planning certification professional education program at the University of Central Florida and holds FINRA Series 7, 65 and 63 registrations, as well as Life, Health, and Annuity Insurance Licenses. Lisa resides in Winter Park, Florida. She enjoys golf, trapshooting, hiking, and numismatics in her free time.