Lisa Richard is from North Attleboro, Massachusetts and has lived in Peabody for the past 20 years, raising her family. Lisa’s two boys are at the center of her life; she always supports them at their sports games and volunteering at their schools. As a family on Sundays, the Richard’s can be found gathered around the TV, loudly cheering on the Patriots. All of the passion that Lisa has in her everyday life is carried over to her work at New England Wealth Management.
Lisa graduated from Bridgewater State University with a degree in finance and a minor in economics. She also has certifications from The College for Financial Planning, which are FPQP- Financial Paraplanner Qualified Professional.
Lisa has been with the firm for more than nine years and has quickly become an instrumental piece of the Client Services team. She has experience assisting the Private Wealth Management team in financial plan preparation and portfolio reporting and has increased her role in assisting the ERISA Retirement Plan team.