Lisa Fitzgerald Lewis, CFP®
Senior Vice President,
Financial Advisor,
Financial Planning Specialist
Direct:
(617) 589-3369(617) 589-3369
My Mission Statement
Comprehensive wealth planning strategies for your life and legacy
Lisa Story and Services
Lisa joined the firm in 1992 after graduating from Bentley University with a B.S. in Finance.
Lisa focuses on portfolio and wealth management for high net worth individuals, corporate clients, trusts, foundations and endowments. She is designated as a Financial Planning Specialist/Financial Advisor by Morgan Stanley and holds Series 3, 7, 63, 65 and life and health insurance licenses.
Lisa consults with clients to develop comprehensive financial plans, which include asset allocation, retirement income planning, trust and estate planning strategies. She then helps clients in implementing the plan through building portfolios with a selection of stocks, bonds, mutual funds, separately managed accounts, annuities and insurance. Once the plans are in place, Lisa evaluates and monitors their performance through quarterly and annual reviews depending on client's needs. Lisa is also passionate about socially responsible investing and helps her clients align their investments with their values.
Lisa was raised in Caribou, Maine. She now lives outside of Boston. She is an avid equestrian and is a member of the Norfolk Hunt Club in Dover, MA.
Lisa focuses on portfolio and wealth management for high net worth individuals, corporate clients, trusts, foundations and endowments. She is designated as a Financial Planning Specialist/Financial Advisor by Morgan Stanley and holds Series 3, 7, 63, 65 and life and health insurance licenses.
Lisa consults with clients to develop comprehensive financial plans, which include asset allocation, retirement income planning, trust and estate planning strategies. She then helps clients in implementing the plan through building portfolios with a selection of stocks, bonds, mutual funds, separately managed accounts, annuities and insurance. Once the plans are in place, Lisa evaluates and monitors their performance through quarterly and annual reviews depending on client's needs. Lisa is also passionate about socially responsible investing and helps her clients align their investments with their values.
Lisa was raised in Caribou, Maine. She now lives outside of Boston. She is an avid equestrian and is a member of the Norfolk Hunt Club in Dover, MA.
Securities Agent: SC, WI, VI, MA, NH, DE, VT, UT, OR, NJ, NC, CT, TX, NY, MI, ME, DC, CO, IN, IL, FL, TN, PA, CA, AZ, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1221953
NMLS#: 1221953
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Investment Philosophy
Our investment philosophy is based on the following principles:
• Start by identifying your goals.
• Determine your tolerance for risk and expectation of return.
• Formulate strategies based on your goals and objectives.
• Reduce risk and enhance potential returns through asset allocation.
• Develop investment strategies based on your time horizons.
• Diversify investments among asset classes of stocks, bonds and cash.
• Preserve purchasing power.
• Seek total return from investments through income as well as capital appreciation.
• Derive a long-term approach to investing.
• Monitor investments and make timely adjustments.
We will help you establish a focus based on your goals, develop a system to help you achieve those goals, and maintain a discipline that is necessary to help you navigate the complexities of today’s financial markets.
• Start by identifying your goals.
• Determine your tolerance for risk and expectation of return.
• Formulate strategies based on your goals and objectives.
• Reduce risk and enhance potential returns through asset allocation.
• Develop investment strategies based on your time horizons.
• Diversify investments among asset classes of stocks, bonds and cash.
• Preserve purchasing power.
• Seek total return from investments through income as well as capital appreciation.
• Derive a long-term approach to investing.
• Monitor investments and make timely adjustments.
We will help you establish a focus based on your goals, develop a system to help you achieve those goals, and maintain a discipline that is necessary to help you navigate the complexities of today’s financial markets.
Working With You
Determining a financial solution begins with a thorough understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to deliver a comprehensive plan that helps meet your individual financial needs.
Planning Resources
Location
28 State Street 26th
Fl
Boston, MA 02109
US
Direct:
(617) 589-3369(617) 589-3369
Wealth Management
From My Desk
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Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Iran Conflict: Seven Takeaways for Investors
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Lisa Fitzgerald Lewis today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The 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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
