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Lisa Dolan

Principal,
Chief Operating Officer

    At a Glance

    • Joined Edward Jones in 2005
    • Enterprise Leadership Team
    • Named an Edward Jones principal in 2007

    Lisa Dolan serves as Edward Jones' chief operating officer, responsible for the Operations and Service division, as well as Firm Analytics, Strategic Enablement and Planning and Workplace Services.

    As a firm leader, Lisa serves on the Enterprise Leadership Team, which is responsible for providing advice and counsel to the managing partner in helping the firm to grow its impact and create value for clients, colleagues and communities today and in the future.

    Lisa began her Edward Jones career in 2005 in Finance and initially led the firm's tax function and partnership capital areas. She was named an Edward Jones principal in 2007, and her responsibilities were later expanded to include Financial and Regulatory Reporting, Expenditure Management, Compensation Accounting and Finance Systems. She assumed leadership of Finance in 2016 and was named chief operating officer in 2020.

    Before joining the firm, Lisa served 17 years as a director in the tax services practice of KPMG. In this role, she led tax planning and consulting for public and private companies, and specialized in serving financial services firms.

    Lisa is a certified public accountant and earned a bachelor’s degree in accounting and finance from Saint Louis University.

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