Broker Check
Lisa  Turner

Lisa Turner

Private Wealth Advisor

Lisa has been serving her community and communities across the US from coast to coast for more than two decades, establishing herself as a trusted financial advisor. Prior to founding Katella Wealth, she was a partner at Edward Jones, where she held numerous leadership and mentoring roles. Known for her integrity and unwavering commitment to the financial well-being of her clients, Lisa has achieved remarkable success as an advisor and leader.

Lisa brings over two decades of dedicated service to her clients, offering invaluable investment advice to help them achieve their financial aspirations. Lisa's approach to client relationships goes beyond traditional advisory roles. She has a unique talent for cultivating deep connections with her clients, where they evolve into cherished members of her extended family. With Lisa, clients find more than just financial guidance; they find unwavering support, genuine care, and a commitment to their overall well-being. Nobody will take better care of you and your family than Lisa, whose dedication extends far beyond the numbers to ensure her clients' lasting prosperity and happiness. 

With a passion for supporting others, she actively engages in community initiatives, championing women in business, and contributing her time to non-profit organizations like Susan G. Komen, Children and The Earth, and AGC of Utah. As a devoted wife and mother of two children and two dogs, Lisa enjoys spending her free time exploring farmers markets, nature trails, attending festivals, and participating in church activities. 

Holding certifications including Series 7, Series 66, and Series 63, 

Lisa is committed to providing expert guidance and support to her clients.