Managing Director Financial Planning
CurrentProviding "WOW" ideas, investments, and service to individuals and families desiring guidance in their financial lives.
Nov 2024 - Present
AeroLeads people directory · profile
Lisa Marcelli, Cfp®, Cdfa Email & Phone Number
Managing Director, Skyward Financial
at
Skyward Financial, LLC
1 work email found
@brileywealth.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Skyward Financial
Location
Greater Houston, United States, United States
Who is Lisa Marcelli, Cfp®, Cdfa? Overview
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Quick answer
Lisa Marcelli, Cfp®, Cdfa is listed as Managing Director, Skyward Financial at Skyward Financial, LLC, based in Greater Houston, United States, United States. AeroLeads shows a work email signal at brileywealth.com and a matched LinkedIn profile for Lisa Marcelli, Cfp®, Cdfa.
Lisa Marcelli, Cfp®, Cdfa previously worked as Managing Director Financial Planning at Skyward Financial, Llc and Senior Vice President, Financial Advisor at B. Riley Wealth Management. Lisa Marcelli, Cfp®, Cdfa holds Bachelor Of Business Administration (B.B.A.), Economics from The University Of Texas At Austin.
Company email context
Email format at Skyward Financial, LLC
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*@brileywealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Lisa Marcelli, Cfp®, Cdfa. Compare company email patterns before reaching out.
Profile bio
About Lisa Marcelli, Cfp®, Cdfa
My passion is building comprehensive investment strategies for high net worth individuals and families, and helping my clients navigate life events as they arise. I measure my success by my clients ability to live financially abundant lives, and am privileged to have worked with up to 3 generations of family members in my 30+ years as a financial advisor.I am supported by an accomplished local team and national company. As a result, I can also provide introductions to investment bankers, institutional traders, and specialty financial consultants skilled in asset disposition, asset appraisal, corporate analytics, and corporate forensics. Let us know how we can help.Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/capabilities/wealth/disclosures.
Listed skills include Finance, Series 7, Investments, Mutual Funds, and 14 others.
Current workplace
Lisa Marcelli, Cfp®, Cdfa's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles · 33 years
Lisa Marcelli, Cfp®, Cdfa work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Financial Advisor
Jul 2018 - Nov 2024
Senior Vice President, Financial Advisor
Wunderlich Securities
Asset Management, Financial Planning, Divorce Financial Planning
Dec 2012 - Jun 2018
2003 - 2012
~9 yrs
Financial Advisor
Banc One Securities Corporation
Asset Management, Financial Planning
1993 - 2003
~10 yrs
1 education record
Lisa Marcelli, Cfp®, Cdfa education
FAQ
Frequently asked questions about Lisa Marcelli, Cfp®, Cdfa
Quick answers generated from the profile data available on this page.
What company does Lisa Marcelli, Cfp®, Cdfa work for?
Lisa Marcelli, Cfp®, Cdfa works for Skyward Financial, LLC.
What is Lisa Marcelli, Cfp®, Cdfa's role at Skyward Financial, LLC?
Lisa Marcelli, Cfp®, Cdfa is listed as Managing Director, Skyward Financial at Skyward Financial, LLC.
What is Lisa Marcelli, Cfp®, Cdfa's email address?
AeroLeads has found 1 work email signal at @brileywealth.com for Lisa Marcelli, Cfp®, Cdfa at Skyward Financial, LLC.
Where is Lisa Marcelli, Cfp®, Cdfa based?
Lisa Marcelli, Cfp®, Cdfa is based in Greater Houston, United States, United States while working with Skyward Financial, LLC.
What companies has Lisa Marcelli, Cfp®, Cdfa worked for?
Lisa Marcelli, Cfp®, Cdfa has worked for Skyward Financial, Llc, B. Riley Wealth Management, Wunderlich Securities, Sanders Morris Harris, and Banc One Securities Corporation.
How can I contact Lisa Marcelli, Cfp®, Cdfa?
You can use AeroLeads to view verified contact signals for Lisa Marcelli, Cfp®, Cdfa at Skyward Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Lisa Marcelli, Cfp®, Cdfa attend?
Lisa Marcelli, Cfp®, Cdfa holds Bachelor Of Business Administration (B.B.A.), Economics from The University Of Texas At Austin.
What skills is Lisa Marcelli, Cfp®, Cdfa known for?
Lisa Marcelli, Cfp®, Cdfa is listed with skills including Finance, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Management, and Securities.
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