Lisa Marcelli Email & Phone Number
Managing Director Financial Planning @ Skyward Financial, LLC
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Lisa Marcelli Location
- Houston, TX, US
Lisa Marcelli Work
- Managing Director Financial Planning @ (November 2024 - Present)
- Senior Vice President, Financial Advisor @ (July 2018 - November 2024)
- Senior Vice President, Financial Advisor @ Wunderlich Securities (December 2012 - June 2018)
- Financial Advisor @ (January 2003 - January 2012)
- Financial Advisor @ Banc One Securities Corporation (January 1993 - January 2003)
Lisa Marcelli Education
- The University of Texas at Austin
Bachelor of Business Administration (B.B.A.) (Economics)
Lisa Marcelli Skills
- Finance
- Series 7
- Investments
- Mutual Funds
- Wealth Management
- Retirement Planning
- Asset Management
- Securities
- Asset Allocation
- Equities
- Certified Divorce Financial Analyst
- Certified Financial Planner
- Financial Advisory
- Financial Planning
- Investment Advisory
- Portfolio Management
- Financial Services
- Alternative Investments
- Team Building
- Customer Service
Lisa Marcelli Summary
- Lisa Marcelli, based in Houston, TX, US, is currently a Managing Director Financial Planning at Skyward Financial, LLC. Lisa Marcelli brings experience from previous roles at B. Riley Wealth Management, Wunderlich Securities, Sanders Morris Harris and Banc One Securities Corporation. Lisa Marcelli holds a Bachelor of Business Administration (B.B.A.) in Economics @ The University of Texas at Austin. With a robust skill set that includes Finance, Series 7, Investments, Mutual Funds, Wealth Management and more. Lisa Marcelli has 1 emails and 2 mobile phone numbers on RocketReach.
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