Broker Check
480-624-2339
sdoche@rwbaird.com
Account Login
Lisa Ladds Doche, CPWA<sup>&#174;</sup>, Managing Director, Family Wealth Advisor

Lisa Ladds Doche, CPWA®, Managing Director, Family Wealth Advisor

I am a veteran in the industry with more than 40 years of experience, and no intent of retirement! My unique set of skills comes from years of working with families and businesses over market and economic cycles, and by coordinating a more complete financial picture beyond just investments. When looking for advice, this practical wisdom adds value and confidence.

I am proud to say I have most recently been recognized with the following titles and awards:


Managing Director - The title of Managing Director is reserved for the most successful Financial Advisors who consistently demonstrate the highest standards with regard to production, compliance, Baird citizenship, leadership and overall contribution to the firm and community.

Certified Private Wealth Advisor® (CPWA®) - This is an advanced professional certification that offers the most advanced knowledge and techniques to address the sophisticated needs of high-net worth individuals, families, and business owners

12-Time Five Star Wealth Manager Award Winner for 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 as a wealth manager who satisfies their 10 objective and evaluation process. Among many distinguishing attributes, the average one-year client retention rate for this year’s award winners is more than 96 percent.

2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams

2025 FORBES Top Women Wealth Advisor Best-In-State


A graduate of Texas Tech University, with a Bachelor of Business Administration in Finance, I also attended the Renaissance Charitable Giving Institute in Carmel, IN to better assist individuals and nonprofit organizations with estate and charitable giving.

I have been married to my husband, Armand, for 32 years. We have two married children, and are soon to be grandparents for the second time!

CA Insurance License Number: 0D07805. Resident State: AZ 

Client Centered

Outside the office, my interests are wide and varied!

I love and appreciate the outdoors, whether I am camping, biking, skiing, or riding my horse Lily. My family and I appreciate both mountains and water in all varieties of destinations, and I am always living vicariously through our client’s adventures in addition to my own.

My family enjoys city travel as well, exploring local culture and dining. And Food! Don’t forget about Food! I enjoy cooking, as well as dining, as food can be so reflective of our moods, and represents coming together with friends and family.

My father always said: “Families that play together, stay together!” and we are still living this out!”

CA Insurance License Number: 0D07805. Resident State: AZ

Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for Wealth Advisors.

2025 FORBES | SHOOK Research Best-in-State Wealth Management Teams. Published 1/9/25, rankings based on data as of 3/31/24.

2025 FORBES Top Women Wealth Advisor Best-In-State published on 2/11/25. Rankings based on data as of September 30, 2024.

Five Star Wealth Manager: This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2431 Phoenix-area wealth managers were considered for the award; 101 (4% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,286, 97, 4%, 9/1/23, 12/12/22 - 6/30/23; 2022: 2290, 89, 4%, 9/1/22, 12/20/21 - 6/17/22; 2021: 2129, 96, 5%, 9/1/21, 12/7/20 - 7/2/21; 2020: 2163, 94, 4%, 8/1/20, 12/23/19 - 7/10/20; 2019: 2043, 117, 6%, 9/1/19, 11/2/18 - 7/17/19; 2018: 2112, 130, 6%, 8/1/18, 11/20/17 - 6/15/18; 2017: 1335, 131, 10%, 8/1/17, 11/8/16 - 6/2/17; 2016: 1149, 232, 20%, 7/1/16, 12/4/15 - 5/31/16; 2015: 2728, 254, 9%, 8/1/15, 12/4/14 - 5/31/15; 2014: 3247, 191, 6%, 8/1/14, 12/4/13 - 5/31/14; 2013: 2936, 286, 10%, 8/1/13, 12/4/12 - 5/31/13. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.