The Advocate Capital, Inc. Employee Spotlight Award recognizes team members who personify Pinnacle’s Core Values: Integrity, Fairness, Learning, Partnership, Results, Balance, and Discipline. Our 2024 Q-2 winner is Lisa Graf, Executive Client Manager!
Lisa joined Advocate Capital in 2021 as a Referral Partner Coordinator, serving as liaison to our partners at Pinnacle Financial Partners. Through this role, Ms. Graf developed a strong understanding of the needs of Advocate Capital clients. She quickly advanced to the role of Executive Client Manager in April of 2022.
Ms. Graf brings two decades of experience in customer service and deep respect for our clients’ important work to her role. She is zealous about building relationships with our clients nationwide.
She has a passion for helping people and animals alike. Lisa leads a weekly support group for survivors of abuse, volunteers at the Nashville Zoo, and works rescues and fosters senior or special needs dogs. Ms. Graf dedicates time to helping the Nashville Mission and assisting their work in supporting the local homeless community.
We are thankful to have Lisa as a part of the Advocate Capital family!
