LISA POPE
Merrill Lynch
As a Certified Exit Planning Advisor (CEPA®), Lisa Pope is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{url_slug_backup=lisa-pope, custom_meta_description=Lisa Pope - - Merrill Lynch - Northbrook, Illinois, city=Northbrook, display_country=United States, hs_object_source_label=IMPORT, url_slug=lisa m-pope, lname=Pope, hs_object_source_id=37185456, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JULY%202023/JAMES%20POPE-LISA-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-July-2023.pdf, hs_created_by_user_id=48998728, hs_createdate=1690569738233, cohortium_profile_title=Lisa Pope | Financial Advisor at Merrill Lynch | CEPA Connect Member, state=Illinois, hs_was_imported=true, id=7797594744, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Lisa Pope, email=Lisa_Pope@ml.com, cohortium_meta_description=Connect with Lisa Pope, a specialized Financial Advisor working with Merrill Lynch based in Illinois., associated_contact_record_id=24597201, website=https://fa.ml.com/district-of-columbia/washington/boyd-britton-pope/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JULY%202023/5448_Pope_CEPA-Certificate-2023-July.pdf, is_editable=editable, url_slug_2=lisa m-pope, impersonate_user_url=https://exit-planning-institute.org/member-detail/lisa m-pope?impersonation=true, full_name=Lisa Pope, hs_lastmodifieddate=1764932308603, phone=+13125508009, company_name=Merrill Lynch, name=Lisa, hs_object_id=7797594744, associated_resources=0, hs_object_source=IMPORT, postal_code=60062, hs_object_source_user_id=48998728, status=Published, hs_updated_by_user_id=61653037}
- Advisor Type: Financial Advisor
- Website:
https://fa.ml.com/district-of-columbia/washington/boyd-britton-pope/ - Phone: +13125508009
- City: Northbrook
- State: Illinois
- Postal Code: 60062
- Country: United States
- Designations:
- Markets Served:
- Company Name: Merrill Lynch
