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Biography

Lisa is a Partner and a Wealth Advisor in the Boca Raton, FL office. Her experience includes investments, tax, estate planning, employee benefits, insurance and philanthropy.

Prior to joining Cerity Partners, Lisa worked for 8 years as a First Vice President at UBS Financial Services based in West Palm Beach, Florida. Prior to UBS, she was a Vice President at Ayco, a Goldman Sachs Company, for 21 years providing a holistic approach to wealth management and customized financial plans to high-net-worth and ultra-high-net-worth individuals and families.

Learn more about my practice.

Education

  • B.A Political Science, Syracuse University 1992
  • Juris Doctor, Albany Law School 1996

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

Daniel Nolan

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Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.