Lissa Mcnaughton Email & Phone Number
Senior Vice President and Wealth Advisor @ Atlas Private Wealth Management, LLC
Lissa Mcnaughton's Location
Albany, NY, US
Lissa Mcnaughton's Work
- Senior Vice President and Wealth Advisor @ Atlas Private Wealth Management, LLC
- Wealth Advisor, BST Wealth Management @ BST & Co. CPAs, LLP
- Vice President and Partner @ Goldman Sachs Ayco Personal Financial Management
Lissa Mcnaughton's Education
- William & Mary – Raymond A. Mason School of Business
MBA
- Le Moyne College
BS (Chemistry)
- Academy of the Holy Names
High School
Lissa Mcnaughton's Skills
- Leadership
- Estate Planning
- Financial Advisory
- Banking
- Customer Relations
- Accounting
- Pensions
- Retirement Planning
- Financial Planning
- Tax
Lissa Mcnaughton's Summary
Lissa McNaughton, based in Albany, NY, US, is currently a Senior Vice President and Wealth Advisor at Atlas Private Wealth Management, LLC, bringing experience from previous roles at BST Wealth Management, LLC and The Ayco Company, L.P.. Lissa McNaughton holds a MBA @ William & Mary – Raymond A. Mason School of Business. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Banking, Customer Relations and more, Lissa McNaughton contributes valuable insights to the industry. Lissa McNaughton has 2 emails and 1 mobile phone number on RocketReach.
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