Lisa Marie Wise Bio2018-03-08T21:11:58+00:00

Lisa Marie Wise

Operations & Finance Manager

FAVORITE QUOTE: “One of the secrets of life is that all that is really worth the doing is what we do for others.” —Lewis Carroll

DREAM RETIREMENT: In retirement I would like to find a balance of family, travel and volunteering by paying it forward to help others.

Michael J. LaBrie
Michael J. LaBrieManaging Director – Senior Advisor, Investment Advisor Representative
 Thomas F. Nee, Jr.
Thomas F. Nee, Jr.Managing Director – Director of Advisor Development, Investment Advisor Representative
Martin E. Plecinoga
Martin E. PlecinogaSenior Financial Advisor, Investment Advisor Representative
 Kate Glidden, CFP®
Kate Glidden, CFP®Senior Financial Advisor, Investment Advisor Representative
Richard “Rick” P. LeBlanc
Richard “Rick” P. LeBlancSenior Financial Advisor, Investment Advisor Representative
Lisa Marie Wise
Lisa Marie WiseDirector of Office Services, Registered Field Assistant
Matthew Dandreo
Matthew DandreoCompliance Manager, Registered Representative
Ny Sok
Ny SokRetirement Transition Specialist
Joan Welch
Joan WelchClient Financial Analyst
Linda Gorgone
Linda GorgoneReceptionist
Meni Frangias
Meni FrangiasClient Relations
 Kim Silverman
Kim SilvermanClient Services
Paul Matheson
Paul MathesonSenior Financial Advisor, Investment Advisor Representative
Susie LaBrie
Susie LaBrieClient Relations
Diane Gavin
Diane GavinReception