Lisa Monello

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  (833) 944-4695

Client Relationship Specialist

Lisa is a Client Relationship Specialist for Ascentis Family Wealth, a Member of Advisory Services Network, LLC, and supports the sales and service needs of Registered Investment Advisors and Custodian relationships including all after-market service, support and relationship management to ensure a best-in-class client experience.  She is also responsible for supporting strategic internal projects.

Lisa is dedicated to building meaningful relationships with clients and providing the highest level of service.  Prior to her role at Ascentis Family Wealth, she served as an Executive Administrator at Veracity Capital and served as a Client Service Associate at Ayco, Goldman Sachs where she worked with high-net-worth families and executives of large companies.

 

Advisory services offered through Ascentis Family Wealth, a Member of Advisory Services Network, LLC, a registered investment advisor.

Ascentis Wealth Management and Advisory Services Network, LLC are separate and unrelated entities.