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Lisa Vieira

Fax: (508) 300-0243

Lisa Vieira is an Administrative Assistant at Compliance Advisor Professionals who holds an Associates Degree in Office Administration from Bristol Community College.

Prior to joining CAP in 2018, Lisa worked as a Human Resources Generalist for over 12 years in the Financial sector at large firms.

Her extensive experience in Human Resources makes her an asset behind the scenes, and her efficiency, attention to detail and organizational skills help her shine in daily tasks such as editing and filing Regulatory Documents such as U4’s, making edits to Compliance Program documents, and building out and maintaining our CRM and Client Database. She is team-player who is a wonderful addition to the collaborative environment at CAP.

Born and raised in Southeastern Massachusetts, Lisa resides in the area with her Husband, Son, and (large) Olde English Bulldog, Brewin. She enjoys spending time with her family, and cooking - especially Portuguese food, which we occasionally get to benefit from, here at CAP!

Testimonials

Our firm began working with Compliance Advisor Professionals while transitioning to a fee-only model several years ago.  Moving from the FINRA brokerage environment to an SEC advisory approach included a steep learning curve for me as the newly appo…”
– Kimberly R. Taylor, IACCP®, Vantage Financial Partners Limited

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