Years of Experience
5-20+ Years
SHELTON, CT
0 Disclosures
ADVISOR BIO
Lisa Marie Bourque is an investment advisor representative at Ganim Private Wealth, a firm headquartered in Shelton, Connecticut. Lisa has over 17 years of experience in the financial services industry. She holds Series 6, 7, 63 and 65 licenses and is a Chartered Financial Consultant. Lisa has experience providing financial planning, investment advice and portfolio management services to individual and institutional clients. Lisa also has experience working with clients in the insurance, pension and profit-sharing plan and charitable organization industries.
SPECIALIZATIONS
ESSEX, CT
0 Disclosures
ADVISOR BIO
Lisa McMinn is an investment advisor representative with Essex Financial Services, Inc. Lisa has been a registered representative since 2002, and previously worked at The Leaders Group, Inc. and Morgan Stanley DW Inc. Lisa specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Lisa has a strong track record of success in helping clients achieve their financial goals.
SPECIALIZATIONS
WEST HARTFORD, CT
24 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Wallner is a financial advisor with over 20 years of experience in the financial services industry. Lisa is currently registered with Fidelity Brokerage Services LLC in West Hartford, CT. Lisa holds the Series 7, Series 63 and SIE licenses. Lisa is registered in 26 states.
SPECIALIZATIONS
No specializations listed.
FAIRFIELD, CT
14 Years Experience
1 Disclosures
ADVISOR BIO
Lisa Sandhaus is an investment advisor representative with Fidelity Personal AND Workplace Advisors. Lisa has been in the financial industry since January 2011. Lisa has experience with a variety of investment products and services, including portfolio management, financial planning, and educational seminars. Lisa is registered to provide investment advice in Connecticut and Texas, and holds Series 63, 65, 66 and 7 licenses. Lisa previously worked at Equitable Advisors, LLC and Salomon Smith Barney Inc.
SPECIALIZATIONS
WINDSOR, CT
18 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Marie Morgan is a financial advisor with over 16 years of experience in the industry. Lisa has been with Voya Retirement Advisors, LLC since 2021, previously working with VOYA INVESTMENTS DISTRIBUTOR, LLC and ING INVESTMENT MANAGEMENT SERVICES LLC. Lisa is registered with the state of Connecticut as a registered representative and investment advisor. She holds several securities licenses including Series 6, 7, 26 and 63 licenses.
SPECIALIZATIONS
SHELTON, CT
18 Years Experience
0 Disclosures
ADVISOR BIO
Lisa King is a financial professional with over 13 years of experience in the industry. Lisa holds a Series 6, Series 26 and SIE licenses. Lisa is currently registered with Prudential Annuities Distributors, Inc. and has previously worked for PRUCO SECURITIES, LLC. Lisa's registration is currently active in New Jersey. Lisa has a branch office located in Shelton, Connecticut.
SPECIALIZATIONS
No specializations listed.
SOUTHBURY, CT
16 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Simon has been a registered representative for over 14 years. Lisa began her career at Citigroup Global Markets Inc. and has also worked at Morgan Stanley Smith Barney and Merrill Lynch, Pierce, Fenner & Smith Inc. Currently, Lisa Simon is an active registered representative for Merrill Lynch, Pierce, Fenner & Smith Inc. in Southbury, Connecticut. Lisa specializes in serving the needs of high-net-worth individuals, businesses, pension and profit-sharing plans, investment companies, insurance companies, charitable organizations, and state or municipal government entities.
SPECIALIZATIONS
Hartford, CT
25 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Colombo is a financial advisor registered with Empower Financial Services, Inc. Lisa has been in the financial services industry since August 2, 1999. Lisa holds the Series 6, Series 7, Series 24, and Series 66 licenses. Lisa has been registered with Empower Financial Services, Inc. since January 4, 2021.
SPECIALIZATIONS
No specializations listed.
MILFORD, CT
16 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Valerio is a financial advisor with Osaic Wealth, Inc. based in Milford, CT. Lisa has been in the financial services industry since 2008. Lisa holds Series 6, 63 and 65 licenses and is registered to offer advisory services in Connecticut, Florida, Maine, Massachusetts, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee and Vermont. Lisa's experience includes working with individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Lisa is a member of the Milford Regional Chamber of Commerce.
SPECIALIZATIONS
WESTPORT, CT
0 Disclosures
ADVISOR BIO
Lisa Cassidy is an Investment Advisor Representative at CW Advisors, LLC. Lisa has been in the securities industry since 1990. Lisa is registered with the state of Connecticut. Lisa has experience at several firms including First Republic Securities Company, LLC, Watermark Securities, Inc., Fidelity Brokerage Services LLC, Silver Leaf Partners, LLC, UBS Financial Services Inc., Advest, Inc., and Orbitex Funds Distributor, Inc. Lisa's specialties include portfolio management for individuals, businesses, and pooled investment vehicles.
SPECIALIZATIONS
