Lisa M. Morris, CFP®
Lisa Morris joined Valenti Wealth Management in 2000. She manages all office operations and oversees client account management. She provides an array of financial planning services to our clients along with assisting with compliance and regulatory matters.
Lisa is a CERTIFIED FINANCIAL PLANNER™ professional. She is also a Registered Representative of LPL Financial where her FINRA Series 7, 63, 66 and 24 registrations are held. She also holds an insurance license. This enables her to work closely with our clients as we develop, monitor and update their financial plans and prepare information for client reviews.
She received her Bachelor’s degree from the University of Connecticut. Lisa is also a Notary Public.*
* Notary services are not provided through LPL Financial.