|Lisa Marcelli has over 28 years of experience serving the investment and financial needs of her clients. Her comprehensive approach incorporates asset management, retirement feasibility analysis & planning, disability income, employee benefits design & selection, long term care, and life insurance. Lisa is particularly interested in assisting women who are facing personal transitions that also impact their financial status. She is uniquely qualified to address the challenges of divorce or widowhood with her training as a Certified Divorce Financial Analyst® and CERTIFIED FINANCIAL PLANNER™.
Lisa joined Wunderlich Securities in 2012, after working with Merrill Lynch, Banc One Securities and Sanders Morris Harris Inc. She is a graduate of The University of Texas at Austin where she obtained a Bachelors of Business Administration degree with a major in Economics. In her spare time, Lisa enjoys hiking, traveling and cycling.