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I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Associations
- Norfolk Hunt Club (Equestrian)
Dover, MA - Epiphany School Board of Overseers
Services
- Alternative Investments
- Asset Management
- Corporate Pension Funds
- Endowments and Foundations
- Estate Planning
- Family Consulting
- Lending Services
- Philanthropic Services
- Private Banking
- Trust Services and Accounting
- Wealth Management
Education and Licensing
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Bachelor of Science - Finance
Bentley College
Waltham, MA - Series 3 - National Commodity Futures
- Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Insurance Licensed
- Financial Planning Specialist Designation
Honors and Recognition
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- Item Two
- Item Three
Business Experience
- 1992
- Present: Morgan Stanley Smith Barney
Senior Vice President
Boston, MA
Bulletin Board
Is aligning your investments with your values and social beliefs important to you? If so, call or email to talk to me about socially responsible investing.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Lisa Fitzgerald Lewis is licensed in the following state(s):
AZ, CA, CT, DC, FL, GA, IL, IN, MA, MD, ME, MS, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
