Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Merrill hired Lisa in 1991 based mostly on the strength of her character forged selling business and advertising directories door-to-door immediately after college. Her early career was predicated upon determination, and Lisa steadily applies that same attitude on behalf of her clients to this day.
What attracted Lisa to Merrill Lynch Wealth Management? She understood the importance of being knowledgeable about financial affairs and services, and she knew learning would benefit her and those she would come to serve. Situations where Lisa helped people gain knowledge and financial strength became her most rewarding.
Today, Lisa is a seasoned and savvy financial advisor who brings her deep knowledge and enlightened perspectives to active and retired high-net-worth clients that span generations and the nation’s geography. Like many clients, Lisa’s entrepreneurial spirit guides her real-world approach to helping clients “see around corners” and plan for likely and unlikely circumstances. As a Senior Portfolio Advisor, Lisa helps clients pursue objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies to find the right blend.
Lisa is highly credentialed and has completed advanced industry training sponsored by the Johnson School of Management at Cornell University. Additionally, she holds the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning.
Perhaps most important, Lisa prides herself for giving back by helping other financial professionals, and many giving efforts within the Syracuse community. Specifically, Lisa serves on the leadership committee of the Merrill Lynch Women’s Exchange – shepherding the Mentor Program, which matches mentors and mentees throughout the firm to help participants grow personally and professionally. Lisa is also involved in several local philanthropic activities such as the YMCA, Girl Scouts and helping with backpack drives to supply school supplies to area students.
Lisa earned a Bachelor’s degree in Biology from Alfred University. She and her husband, Robert, a managing partner at a leading Syracuse law firm, have raised three children–all competitive ski racers and athletes. Lisa and her family grew up in Central New York, and she makes the most out of the season changes by golfing and boating during the summer, and skiing and traveling in the winter. Most evenings Lisa can be found relaxing by taking long walks with her family and of course her fantastic French bulldog named Rocky.
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.