About Lisa Marcelli, CFP®, CDFA®

Senior Vice President, Investments | 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.