Lisa Zullo

Chief Operating Officer, Wealth Advisor
Lisa Zullo

About Lisa:

  • Financial Services Experience: 20+ years
  • Previous Roles: Financial services marketing to both individuals and institutions. Customer Service in lending, banking and investment management. Always preferred Investment Management and have continued to return to it.
  • Education: University of Massachusetts, Amherst : BA Economics

What is your financial superpower?

I’m always putting myself in my client’s shoes, thinking what level of service would I want as the client? I’m organized, detailed, and can multitask.

What makes you unique as an advisor?

My experience – living and working in major cities and abroad, having children, putting them through college, moving, and traveling. I understand and appreciate how important a financial planner is in each chapter of a person’s life, the importance of setting financial goals, and the satisfaction of meeting those goals.

What are your beliefs about your profession?

The best advisors anticipate what you need not just today or tomorrow but down the road.

What’s the most fun part of your job?

Empowering others.

Do you work with a special market or are you drawn to one?

I don’t have one particular market I prefer to work with. But I find that I connect well with young adults, maybe because I have adult children.

Is there anything in your life personally that has helped motivate you to improve the financial situation of yourself and your clients?

I really like the process of setting a financial goal and reaching it. It’s empowering.

Connect with me on LinkedIn

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