Lisette Smith

SENIOR ADVISOR

EDUCATION

  • MBA, Boston University
  • Harvard University, Program on Negotiation (PON)
    Certificate in Mediation & Conflict Resolution
  • University of Massachusetts, McCormack School of Policy and Global Studies
    Graduate Certificate, Mediation and Conflict Studies
  • Fairfield University, BS Finance

HIGHLIGHTS

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Divorce Financial Analyst, CDFA®
  • Arbitrator, Financial Industry Regulation Authority (FINRA)

Lisette Smith is a senior advisor and Head of our Personal Wealth team at The Advisory Group. As a CERTIFIED FINANCIAL PLANNERTM professional she provides comprehensive financial planning and investment advice to help our clients make meaningful decisions. In addition to over 25 years of experience as an advisor, Lisette spent several years as a consultant to business partners and family-owned businesses. She also provides financial analysis and planning to those doing through a divorce through our subsidiary Divorce Advisory.

I am inspired by the trust that clients place in me to help them plan for their future. I do not take that lightly and because every situation is different, and the financial landscape changes frequently, there are always new ways to apply my experience and new things to learn.

The best part of my job is getting to know clients and helping them think through what’s possible in their financial lives and then, over time, seeing that the analysis and advice I have given has made a difference to them. It is so satisfying to help clients achieve their vision for their lives.

I am from Massachusetts and lived there most of my life until moving to the Bay Area in 2016. I recently moved back to Massachusetts and live on the South Shore of Boston. I travel to San Francisco frequently to meet with clients and enjoy the area.

Professionally I like to support women in their careers, by mentoring and volunteering for organizations that provide education and support. In my community, I served for over 10 years as a volunteer and board member for an organization providing care for people in substance abuse recovery and at-risk teens. We also served as a foster family for children in need.

I am a new beekeeper and am continually learning more about beekeeping. Honeybees are remarkable, and so far, an endless source of fascination for me. Also, I live right near a beach, so I enjoy taking our young Labrador, Bailey, to the beach to run and swim. She is not as much of a fan of the bees as I am.

Lisette regularly shares her expertise for midlife business owners and leaders as a guest on podcasts and a contributor to our Insights & Observations blog.