Lisa Marcelli, CFP®, CDFA®

Biography

Lisa Marcelli is a seasoned professional in the financial services industry. With over 25 years of experience as a financial advisor, she implements unique and comprehensive investment strategies for individuals and families and assists her clients in navigating life events as they arise. With her own breadth of advising experience and Skyward Financial’s extensive capabilities, Lisa acts in her client’s best interest to help them achieve their financial goals.

Throughout her career, Lisa remained steadfast in her commitment to long-term wealth management and developing long-lasting, multigenerational relationships with her clients. She is a strong advocate for financially educating women and is passionate about providing financial guidance to empower, educate, and inspire women to lead financially secure lives. As a longtime resident of Houston, Lisa has served her community for over 30 years and honed her experience at previous firms such as B. Riley Financial and Sanders Morris Harris Inc. Her journey led her to join Skyward Financial as Managing Director, where she has cultivated a team and culture that empowers her to address client needs with all the capabilities necessary to create bright financial futures.

Lisa holds a Bachelor of Arts in Economics from the University of Texas, Austin.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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