Years of Experience
5-20+ Years
FARMINGTON, CT
24 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Morris is a financial advisor with over 20 years of experience in the industry. Lisa is currently registered with LPL Financial LLC in both Connecticut and Texas. Lisa works with a wide range of clients, including individuals, families, businesses, and retirement plans. Lisa provides financial planning services, portfolio management, and other investment-related services. Lisa is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
SHELTON, CT
20 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Campanelli is a financial professional with over 15 years of experience in the financial services industry. Lisa is currently registered with Prudential Annuities Distributors, Inc. and holds a Series 6 and Series 63 license. Lisa's previous experience includes roles at PRUCO Securities, LLC. and Hartford Equity Sales Company Inc.
SPECIALIZATIONS
No specializations listed.
Cheshire, CT
6 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Godbout is a financial advisor with LPL Financial LLC, a firm with a focus on serving high-net-worth individuals and corporations. Lisa has experience in the industry dating back to 2019 and has held positions with People's Securities, Inc. and INFINEX INVESTMENTS, INC. She is currently registered in Connecticut and holds the Series 63, Series 6TO and SIE licenses. Lisa's expertise lies in providing personalized financial planning, portfolio management and consulting services.
SPECIALIZATIONS
Hartford, CT
26 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.
RIDGEFIELD, CT
26 Years Experience
0 Disclosures
ADVISOR BIO
Lisa A Cerbone montalto has been in the industry since 1999 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Lisa A Cerbone montalto holds both Series 66 and Series 7 securities licenses and is registered in multiple states. Lisa A Cerbone montalto has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since April 1999 and Bank of America, N.A..
SPECIALIZATIONS
STAMFORD, CT
34 Years Experience
1 Disclosures
ADVISOR BIO
Lisa McGrath is a financial advisor who has been in the industry since December 1991. Lisa is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Connecticut. Lisa is also registered with the state of Connecticut, New Jersey, and New York as a Broker-Dealer. Lisa McGrath's office is located in Stamford, Connecticut. Lisa provides financial planning, portfolio management for individuals and selection of other advisers to her clients.
SPECIALIZATIONS
MERIDEN, CT
33 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Messier is a financial advisor with Osaic Institutions, Inc. Lisa has been in the financial industry since September 12, 1992 and is registered with the state of Connecticut. Lisa is a Series 6, 7, 24, 63 and SIE licensed advisor. In addition to her role at Osaic Institutions, Inc., Lisa has held positions at ESSEX NATIONAL SECURITIES, LLC, WELLS FARGO ADVISORS, LLC, ING FINANCIAL PARTNERS, INC., and ING FINANCIAL ADVISERS, LLC. Lisa offers financial planning, pension consulting, educational seminars, and portfolio management for individuals.
SPECIALIZATIONS
WEST HARTFORD, CT
15 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Stanes is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors in WEST HARTFORD, CT. Lisa has been in the securities industry since December 2010 and has a Series 66 license. Lisa also holds a Series 7 and SIE license. Lisa is a registered representative in Connecticut, Florida, Massachusetts, and New Hampshire. Lisa has a specialization in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Fidelity Personal AND Workplace Advisors has over 1,991,043 accounts with assets under management of over $818 billion.
SPECIALIZATIONS
Stamford, CT
17 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Simmons is a registered investment advisor with Morgan Stanley in Stamford, Connecticut. Lisa has been in the financial services industry since October 2008 and has a Series 7, Series 66, and SIE license. Lisa is registered to provide investment advice in 36 states and 2 jurisdictions. Previously, Lisa worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Madison, Connecticut. In addition to Lisa's investment advisory work, Lisa is also a real estate owner.
SPECIALIZATIONS
