Raymond James welcomes advisor managing $200 million in Fargo, North Dakota
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Lisa Moe, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Kirk Bell, Central division director for RJFS.
Moe arrives from LPL Financial where she managed approximately $200 million in client assets. As Moe Wealth Management, based in Fargo, North Dakota, she joins the established group of advisors at Midwest Wealth and provides holistic financial planning and guidance to a variety of clients, specializing in generational wealth.
"My practice has always focused on tailoring strategies to each family’s needs,” said Moe. “Raymond James provides me with the independence to serve clients with integrity and flexibility."
Moe began her career in 1997 at Merrill Lynch and joins RJFS after eight years at her previous firm. She holds a bachelor’s degree in finance from Minnesota State University and the CERTIFIED FINANCIAL PLANNER® designation.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.75 trillion as of Oct. 31, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Midwest Wealth and Moe Wealth Management are not a registered broker/dealers and are independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.