Lisa began working with David Zambito, CFP®, in 2011 as a paraplanner and has more than 20 years of experience in the financial planning industry. She is responsible for operational and service support of David’s clients and assists in the preparation of personalized client financial plans. Lisa sets high standards for the client experience and meeting her advisor's and clients’ needs by providing assistance in a timely, friendly, and proactive manner.
Lisa began her career in the financial industry in 1989 with Shearson Lehman Hutton (currently Morgan Stanley) in Batavia, New York, where she held many different roles during her 20-year career. Her last 12 years there, she served as the operations manager of the branch. She holds FINRA Series 7, 8, 63, and 66 securities registrations and a New York state insurance license for life and health. She graduated from Genesee Community College in Batavia, New York, with an associate's degree.
Lisa resides in Bergen, New York, with her husband, Mark. They have two grown children and three grandchildren. Her passions include painting, gardening, traveling, and camping through the summer season.