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 31 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.