Lissa Mcnaughton

Lissa Mcnaughton Email and Phone Number

Senior Principal | Wealth Advisor @ Cerity Partners
Albany, NY, US
Lissa Mcnaughton's Location
Albany, New York, United States, United States
Lissa Mcnaughton's Contact Details
About Lissa Mcnaughton

Lissa Mcnaughton is a Senior Principal | Wealth Advisor at Cerity Partners. She possess expertise in wealth management, customer relations, retirement, financial planning, estate planning and 13 more skills.

Lissa Mcnaughton's Current Company Details
Cerity Partners

Cerity Partners

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Senior Principal | Wealth Advisor
Albany, NY, US
Website:
ceritypartners.com
Employees:
1282
Lissa Mcnaughton Work Experience Details
  • Cerity Partners
    Senior Principal | Wealth Advisor
    Cerity Partners
    Albany, Ny, Us
    View
  • Graypoint Llc
    Senior Vice President
    Graypoint Llc Apr 2024 - Present
    Albany, New York, United States
    View
  • Atlas Private Wealth Management, Llc
    Senior Vice President & Wealth Advisor
    Atlas Private Wealth Management, Llc Feb 2017 - Apr 2024
    Albany, Ny
    View
  • Bst Wealth Management, Llc
    Wealth Advisor, Bst Wealth Management
    Bst Wealth Management, Llc Jul 2009 - Feb 2017
    Albany, Ny
    View
  • The Ayco Company, L.P.
    Vice President/Partner
    The Ayco Company, L.P. Feb 1986 - Nov 2008
    View

Lissa Mcnaughton Skills

Wealth Management Customer Relations Retirement Financial Planning Estate Planning Strategic Financial Planning Customer Service 401k Risk Management Employee Benefits Tax Retirement Planning Investment Advisory Pensions Finance Mutual Funds Financial Advisory Portfolio Management

Lissa Mcnaughton Education Details

Frequently Asked Questions about Lissa Mcnaughton

What company does Lissa Mcnaughton work for?

Lissa Mcnaughton works for Cerity Partners

What is Lissa Mcnaughton's role at the current company?

Lissa Mcnaughton's current role is Senior Principal | Wealth Advisor.

What is Lissa Mcnaughton's email address?

Lissa Mcnaughton's email address is lm****@****tco.com

What is Lissa Mcnaughton's direct phone number?

Lissa Mcnaughton's direct phone number is +151842*****

What schools did Lissa Mcnaughton attend?

Lissa Mcnaughton attended William & Mary – Raymond A. Mason School Of Business, Le Moyne College, Academy Of The Holy Names.

What are some of Lissa Mcnaughton's interests?

Lissa Mcnaughton has interest in Education.

What skills is Lissa Mcnaughton known for?

Lissa Mcnaughton has skills like Wealth Management, Customer Relations, Retirement, Financial Planning, Estate Planning, Strategic Financial Planning, Customer Service, 401k, Risk Management, Employee Benefits, Tax, Retirement Planning.

Who are Lissa Mcnaughton's colleagues?

Lissa Mcnaughton's colleagues are Jonathan Picchione, Jenny Huelsman, Cfp®, Certified Senior Advisor®, Rssa, Autumn Loose, Cameron Grimm, Zack Trygstad, Mba, Bennett Estes, Frank Croes.

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