Lisa Demers

Client Relationship Manager

207.274.2511

"Independence allows Great Diamond Partners to shape each client experience and prioritize their needs. The feelings of family and inclusivity weave through our work as a team and extend to our clients and community."

Series 7 License | Series 9/10 License | Series 63 License | Series 66 License

A seasoned expert in the financial services industry, Lisa brings over 30 years of experience in operations and client services at Key Trust Company, Kidder Peabody, Paine Webber, UBS Financial Services and Aries Wealth Management in Portland, Maine.

Lisa has a large family with French-Canadian roots. She now lives in Westbrook and regularly spends time with her three sisters, one brother, ten nieces/nephews and four great-nieces/nephews.

Outside of the office, Lisa enjoys photography; reading popular fiction, psychological thrillers and biographies; and teaching the next generation traditional recipes passed down through her family. Pine Point Beach off-season is a favorite spot to find solitude and she is rarely seen without Baxter, her 6 yr-old terrier mix.

Three Things to Know

I love traveling the world and have visited Spain, England, France, and Canada. Next on my list are Iceland, Italy, Greece, and the Dalmation Coast. I rarely set plans beyond the first day or two and prefer to explore and plan as I go, talking to locals for dining, entertainment, and sight-seeing suggestions.

I’m a huge sports fan and while I have a fondness for New England teams the most fun is attending high school and college games rooting on my nieces and nephews. I happily watch any team and any sport.

Most people think I’m very serious and private, but in reality I have a wicked sense of humor with touches of snark and sarcasm and I love to connect with like-minded individuals. Shows with very dry humor, like ‘The Office’, tend to be my favorites. I also enjoy watching DIY shows and believe my experience from this allows me to build and decorate a house in a week.