Lisa James

FIC, CFFM

Lisa James

FIC, CFFM

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Lisa James
At work

At work

At work

Why I do what I do

Why I do what I do

I’m passionate about helping my members determine their financial goals. We work together to create a plan based on their unique needs.

I serve members in…

Camden County in southeast Georgia; the Jacksonville, Florida, area; and Lake, Hillsborough, Pinellas and Pasco counties in the Tampa area.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

a variety of different families and businesses. I work with young families just starting out and those later in life, planning for college or approaching retirement. I work with established businesses as well as small-business owners who are just newly started.

I attended…

Jackonville University, where I earned a bachelor's degree in finance with a minor in business management.

I am very proud of…

being the 2016-2017 Camden County Chamber of Commerce Entrepreneur of the Year!

Before Modern Woodmen, I…

worked in the banking industry for 25 years.

I chose Modern Woodmen because…

I believe in the organization – I can be there for my members when they need me most, and I can support my community because Modern Woodmen allows me to give back.

The best part of my career is…

helping my members. Whether I am helping members plan for their retirement or helping families protect their futures with life insurance, I feel great knowing I helped make a positive impact on their lives.

A favorite moment in my career was when…

I truly understood how the plans I help create impact a family when they've lost a loved one or a business partner, or when they have financial security when they're ready for retirement.

“I am very proud of being the 2016-2017 Camden County Chamber of Commerce Entrepreneur of the Year!”
At home

At home

At home

My life outside of work

My family includes…

my husband, Malcolm; my two daughters, Kristeena and Joiya; and my three sons, Malcolm II, Cedric and Derrick. I am also blessed with three beautiful grandchildren, Kaylen, Adrian and Benson.

In my free time, you can find me…

reading a good book or volunteering in my community.

I’m passionate about…

educating my clients about the importance of planning.

My greatest blessing is…

my health and that of my family.

My personal motto is…

As we light a path for others, we naturally light our own way. - Mary Anne Radmacher

My hidden talent is…

I love acting.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for 20 years.

What I like best about my community is…

the beautiful scenery and the amazing people.

I’m a member of…

Southeast Community Church, NAIFA, NAFIC, American Legion Auxiliary, Camden County Chamber of Commerce, Military Affairs Commission.

My favorite volunteer activities are…

anything that involves giving back, working with our youth and inspiring others to be their best.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

My favorite memory from a fraternal event is…

when we raised $1,000 from a yard sale. The money helped purchase 7,000 lbs. of food, which helped feed over 500 families.

Current insights

Current insights

Are you ready to take a step towards a secure financial future? I can help.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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