Lisa Ortega
Operations Manager
Lisa joined Bill Westcott, Inc. in April 2022 as the Operations Manager. She is the primary client liaison in our office and is here to assist with the many needs of our clients. Lisa has over 25 years of experience in the financial services industry. She received her B.S.B.A. in Financial Services from the University of West Florida. She has obtained her Series 66, 7 and 24 registrations which are held through LPL Financial.