Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 monitor 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
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.