Private Client Advisor
Lisa Jewell, an Advisor in the Private Client division of Bouchard, specializes in high net worth personal insurance that focuses on successful individuals with more complex insurance portfolios and exposures. She splits her time between the Clearwater and Sarasota offices.
Lisa reviews the unique risks and exposures with her clients, and guides them in understanding how to protect their assets. Lisa also partners with Estate Planning Attorneys, Wealth Advisors and Real Estate Professionals to ensure their clients’ active, unique lifestyles, are properly insured.
Lisa began her career on the claims side of the industry, and became an Advisor to help clients understand the importance of proper coverage. Lisa is originally from Columbus, Ohio and has over 18 years’ experience in the Insurance Industry. Lisa holds a Commercial Lines Coverage Specialist designation and a Professional Claims Adjuster designation. Lisa’s Claims Adjuster’s license remains active as well.
In her free time, Lisa enjoys live music, working out, and spending time at the beach.