Lisa La Vecchia

Lisa began her financial services career in New York City and currently serves as Senior Vice President, Wealth Management Advisor, and team leader of LC & Associates, a multigenerational team based in the Morristown office in Florham Park, New Jersey. Her team helps families build, protect, and intentionally transfer their wealth to the people and causes they care about most. She is passionate about delivering personalized, comprehensive wealth management strategies that begin with truly listening to each client’s goals.
 
Lisa draws on the investment insights of Merrill and the banking capabilities of Bank of America to support all aspects of her clients’ financial lives. Whether accessing commercial banking solutions, managing concentrated stock positions, or guiding clients through major life transitions—such as retirement, inheritance, or the sale of a business—she works closely with their attorneys, accountants, and other advisors to help ensure every detail is aligned with their goals.
 
Lisa is a Bucknell University graduate and is honored to have been recognized by Forbes as one of “America’s Top State-by-State Advisors” and “Top Women Advisors,” and by Working Mother as a “Top Wealth Advisor Mom.”
 
Outside of work, Lisa is deeply committed to community leadership and philanthropy. She has served for many years on the Executive Leadership Committee of the Merrill Lynch Northern NJ Women’s Exchange and has raised funds for AIDS/Lifecycle and Make-A-Wish New Jersey. She currently serves as Board Chair and Chair of the Financial Development Committee for the Greater Somerset County YMCA, where she helps lead efforts to expand community impact.
   
A firm believer in continuing education, she is a CERTIFIED FINANCIAL PLANNER®, CFP® professional and also holds the Chartered Retirement Planning Counselor™, CRPC™, Certified Plan Fiduciary Advisor® (CPFA®), and Certified Exit Planning Advisor (CEPA®) designations. She has received multiple recognitions throughout her career and was named to the Forbes Best in State Advisor¹ list for eight consecutive years 2018-2026 (published annually Jan - April. Rankings based on data as of June 30 of prior year), Forbes Top Women Wealth Advisor² list for two consecutive years 2020-2021 (published annually Feb - April. Rankings based on data as of June 30 - September 30 of prior year), Forbes America’s Top Women Wealth Advisors Best-in-State³ list 2022-2026 (Published annually in February. Rankings based on data as of Sept 30 of prior year) and Working Mother Top Wealth Advisor Moms⁴ in 2018 and 2019 (Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year.)
   
1 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
 
2 Forbes “America’s Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
 
3 Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
 
4 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list. Opinions provided by SHOOK® Research, LLC considered women advisors with children living at home under 21 years of age and is based on telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and do not guarantee investment success or higher level of performance results and not an endorsement of the advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.