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Advisor2X



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Lisa Allen

Secretary

 Lisa Allen is the Chief Revenue Officer for Advisor2X, a firm which hosts national conferences for financial advisors and provides private label event services for broker-dealers and RIAs. Prior to Advisor2X, Lisa spent nearly a decade working for the American Retirement Association, starting in sales and subsequently serving as the Chief of Sales and Marketing.

2021 marks the 25th year Lisa Allen has worked in the industry where she has gained expertise in compliance, advisory services, sales, marketing, and operations.

Lisa resides in Wilmington, North Carolina, where she enjoys living the dream in a beachside town with her husband, three college-aged children who sometimes show up, and two dogs. She is a Patriots and Red Sox fan, a Peloton fanatic and a brand new vegan (which has led to an enjoyment of cooking, which no one would have ever anticipated as she has never before used her oven for anything but storage).