Lisa Morris joined Valenti Wealth Management in 2000. She provides an array of financial planning services to our clients along with assisting with compliance and regulatory matters. Since each person’s needs are different, Lisa works closely with our clients to identify and prioritize their goals and tailor a strategy to help meet their objectives.
Lisa is a CERTIFIED FINANCIAL PLANNER™ professional. She is also a Registered Representative of LPL Financial where her 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.