ABOUT BLACKWELL FINANCIAL

LISA BLACKWELL

Financial Professional and President

Lisa D Blackwell, born and raised in Salem, Virginia, married her high school sweetheart (Mike) in 1989 and she has raised three wonderful children, Leighanne, Clayton and Grace.

Lisa started her career in Healthcare for years, and, toward the end, she worked primarily with folks that were on Hospice. She was working long hours, weekends, and holidays and knew she needed to make a change to a field that would allow her to spend more time with her family. What she noticed during this time was that many of the patients did not have any, or at least not enough, life insurance or retirement. This drove her to make it her mission to help as many folks as possible with Life Insurance and retirement products. That was over 11 years ago and she has never looked back.

Lisa moved to the Insurance and Financial Services Industry in 2013. She believes honesty, integrity, and excellent customer service are most important in business relationships. When Lisa established Blackwell Financial, she set out with the objective to help clients eliminate confusion in planning their financial future.

Lisa and Blackwell Financial believe that customer service is key and they consider their clients like family. They are diligent in helping their clients achieve their long-term financial objectives by utilizing insurance products, and feel everyone should have an advisor with a commitment to make life insurance and retirement as simple as possible.

Chamber Ribbon Cutting for Blackwell Financial

CHRISTY AUD

Events & Scheduling Manager/Client Services Specialist

Christy Aud is the Client Services Specialist for Blackwell Financial. She will likely be the first cheerful voice you hear as she manages the company calendar. She also oversees the planning of all events including multiple client events throughout the year and weekly educational seminars. She also maintains client files and prepares policy delivery documents in addition to preparing annual review documents. Christy loves meeting and helping new people.

Born and raised in Bedford, Virginia, Christy is a graduate of Mary Baldwin College where she studied Sociology and Education.

Christy loves sports, outdoors activities and anything related to water. She enjoys going to festivals, wineries & breweries and spending time with her family, especially her three grandchildren. Some of her favorite foods are ice cream, avocado and chocolate!

For questions regarding an appointment, upcoming seminars or reservations please contact Christy at 540-377-0583 or by email at Christy@blackwellfinancialva.com.

LEIGHANNE WILSON

Accounts Manager

Leighanne Wilson is the Accounts Manager for Blackwell Financial. She oversees and facilitates all new accounts being set up and funded. She also manages client accounts and all client in-service requests pertaining to RMD's, withdrawals, beneficiary changes and other account specific tasks. She works closely with Lisa on Client accounts services.

Leighanne was born and raised in Salem, Virginia and graduated from Glenvar High School, and later obtained her Virginia Insurance license.

Leighanne loves spending time with her family, going to the beach, hiking, riding 4-wheelers and attending basketball games. Her favorite season is Fall. She adores Christmas, going to wineries and breweries and listening to live music. Favorite foods are seafood, tacos and of course sweets!

For questions regarding transfers on new accounts, active accounts, or adding money, please contact Leighanne at 540-377-0583 or by email at Leighanne@blackwellfinancialva.com.

Blackwell Financial, Inc. BBB Business Review

CONTACT INFO

30 E Clay Street, Suite 101,

Salem, VA 24153

Phone: 540-377-0583

OFFICE HOURS

Monday: 8:30 AM to 4:30 PM

Tuesday: 8:30 AM to 4:30 PM

Wednesday: 8:30 AM to 4:30 PM

Thursday: 8:30 AM to 4:30 PM

Friday: 8:30 AM to 12:30 PM

Saturday-Sunday: Closed

Blackwell Financial and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Blackwell Financial, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

By contacting Lisa D Blackwell VA Ins Lic #883770/Blackwell Financial, Inc. VA Ins Lic #153975, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.