About Lisa Marcelli, CFP®, CDFA®

Senior Vice President, Financial Advisor


My passion is building and implementing comprehensive investment strategies for unique individuals and families, then helping my clients navigate life events as they arise.  Over my 30+ year career as a financial advisor, I have measured my success by my clients’ ability to enjoy financially abundant lives.  My commitment to a long-term approach to wealth management has allowed me to develop relationships that span as many as three generations of family members.  I look forward to getting to know you, and leveraging my experience and expertise to help you achieve your financial goals. I measure my success by your success.