About Lisa Taranto Schiffer
Lisa, a Georgia native, is a founding partner of The Horizon Group at Morgan Stanley and has spent over three decades in financial services providing comprehensive financial planning and wealth management. As a Family Wealth Advisor who focuses on generational wealth planning, she works with women who manage their family finances, small business owners, executives and medical professionals who value having an advisor to help them oversee various aspects of their financial lives.
Shortly after receiving her Bachelor of Science from Syracuse University, Lisa began her career in finance with some of the most recognized financial firms in the business: Merrill Lynch, Sanford C. Bernstein and American Express Financial Advisors (AEFA). In 1993, Lisa formed a partnership with financial advisor, Chris Wynne. As partners, they worked for more than a decade with AEFA, and later joined a top 50 US-based accounting firm, as Vice Presidents in the wealth management division.
Since before joining Morgan Stanley in 2014, Lisa’s mission has been empowering women to make educated decisions. She is a committee member of Morgan Stanley’s Women and Wealth Atlanta, as well as the Morgan Stanley Diversity and Inclusion Council, Atlanta Chapter. Through mentoring and advocacy, Lisa believes in making a positive impact with and through her work.
Lisa was named to Forbes’ list of America’s Top Wealth Advisors for 2021. She has also been recognized in various publications, including Atlanta Magazine as a 2012, 2013, 2014 and 2015 “FIVE STAR: Wealth Manager.” She has shared her experience in interviews with Atlanta-area television stations and has written various articles for Atlanta Woman magazine, Chispa Magazine and Best Self Atlanta.
Lisa’s community involvement includes volunteer work with the non-profit, Dress For Success Atlanta. In addition, she currently serves on the Board of Governors for the Buckhead Club, Women’s Giving Circle sponsored by the Woodruff Arts Center, and has served as a board member for Mothers and Daughters Against Cancer (MADAC). Lisa and her husband have two adult children, and two Border Collies, and reside in the East Cobb Metro Atlanta area where she is an active member of the ARC- Atlanta Rowing Club. She also enjoys Pilates, yoga and the outdoors.
Forbes Best-In-State Wealth Advisors 2024
Source: Forbes.com (Awarded April 2024). Data compiled by SHOOK Research LLC for the period 6/30/22 - 6/30/23.
Forbes Top Women Wealth Advisors Best-In-State 2023, 2024 and 2025
Source: Forbes.com (Awarded 2023, 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. Awards Disclosures
Forbes America’s Top Wealth Advisors 2021
Source: Forbes.com (Awarded August 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/20 - 3/31/21. Awards Disclosures
The Horizon Group: Named to the 2024 and 2025 Forbes Best-In-State Wealth Management Teams Ranking
Source: Forbes.com (Awarded 2024, 2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to issuance of the award.
Named to Five Star Wealth Manager Award: 2012, 2013, 2015, 2020, 2021, 2022, 2023, 2024
Source: fivestarprofessional.com (Awarded 2012, 2013, 2015, 2021, 2022, 2023, 2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 02/04/12 - 7/22/12
2013 Award - 02/04/13 - 7/22/13
2015 Award - 02/04/15 - 7/22/15
2021 Award - 11/30/20 - 6/25/21
2022 Award - 12/13/21 - 6/10/22
2023 Award –11/14/22 - 5/31/23
2024 Award –11/14/23 - 6/10/24
Named to NAPA’s list of America’s Top DC Plan Advisors for 2020
Source: napa-net.org (March 2021) Data compiled by NAPA based on self-reported assets under advisement as of Dec 31, 2020.
Securities Agent: NJ, AR, UT, RI, IL, AZ, WA, TX, CO, OR, OH, MA, KY, KS, DE, NC, ME, FL, TN, MI, ID, CT, AL, MD, IN, GA, CA, VA, PA, WI, VT, SC, PR, NY, MO, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1285282
CA Insurance License #: 0157281