Associate Vice President, Senior Client Relationship Manager
Lisa is dedicated to carrying out many of the operational and service-oriented tasks associated with executing our clients integrated investment and financial planning strategies. Lisa is passionate about executing these tasks accurately, efficiently and with a great disposition which enables our team to deliver an excellent client experience.
Lisa started her career in 1989 with Alex. Brown and Sons. She made the transition from Deutsche Bank Alex. Brown to Harbor Investment Advisory in 2011. At Harbor Advisory, she was given the opportunity to work with several professionals that she worked with earlier in her career. Lisa is FINRA Series 7, 63, and 66 licensed.
In addition to working at Harbor Advisory, Lisa enjoys reading, walking and zumba. Lisa and her husband, Andrew, reside in Belcamp, Md. and are enjoying life as “empty nesters”.