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Lisa Fitzgerald Lewis
Lisa Fitzgerald Lewis
Consulting Group
Senior Vice President - Wealth Management
Investment Management Specialist /
Portfolio Manager / Financial Advisor
Financial Planning Specialist
53 State Street
39th Floor
Boston, MA 02109
tel: 617-589-3369
toll free: 800-752-2678 ext. x3369
fax: 617-227-9070
Email Me
Welcome Services Education Associations Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Services
  • Alternative Investments
  • Asset Management
  • Corporate Pension Funds
  • Endowments and Foundations
  • Estate Planning
  • Family Consulting
  • Lending Services
  • Philanthropic Services
  • Private Banking
  • Trust Services and Accounting
  • Wealth Management
  • Women and Company®
Education and Licensing
  • Bachelor of Science - Finance
    Bentley College
    Waltham, MA
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Insurance Licensed
  • Financial Planning Specialist Designation
Associations
  • Norfolk Hunt Club (Equestrian)
    Dover, MA
  • Epiphany School Board of Overseers
Business Experience
  • 1992- Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Boston, MA
Bulletin Board
  • Is aligning your investments with your values and social beliefs important to you? If so, talk to me about socially responsible investing.
  • Ask me about Women & Co.® , a community of savvy women who appreciate that there’s always more to learn about managing money and creating wealth. Women & Co. is a program offered by Citi to clients of Morgan Stanley Smith Barney, and provides objective education and access to current financial thinking. Visit www.womenandco.com.
Lisa Fitzgerald Lewis is licensed in the following state(s): AZ, CA, CT, DC, FL, GA, IL, IN, MA, MD, ME, MS, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Nine Signposts for 2009 (pdf)
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Morgan Stanley Smith Barney
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