Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Lisa is dedicated to helping clients achieve their financial goals by understanding their unique priorities.
She helps her clients by designing a customized wealth management plan that goes beyond their investments. With the global resources of Merrill Lynch Wealth Management, Lisa will work together with you to design a goal-based financial strategy to acheive what matters most to you.
Lisa will begin by discussing your personal and financial goals, then develop a long term plan that collaboratively you will regularly review to help ensure success. Our investment recommendations are based both on your needs as well as your comfort level; which is reviewed throughout the year to make certain that we stay on track.
Lisa has been providing financial advice and wealth management services for more than 29 years. She has earned a BS from Mount Ida College and completed her MBA at Suffolk University.
Lisa strives to help clients preserve, grow and transition their wealth through generations via customized financial strategies and disciplined asset management. She works closely with tax and legal advisors of her clients to help ensure uniformed strategies are aligned. Her high standards of integrity, professionalism and client service have helped her to establish long-lasting client relationships.
Lisa resides in Scituate, Massachusetts with her husband Chuck and their daughter Savana.
Suffolk University - MBA
Mount Ida College
Katherine Gibbs School
Old Rochester Regional High School
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.