Lisa A. Johnson, CFA®

Financial Advisor

Contact Me
Lisa A. Johnson, CFA®


Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

My Story

I am always surprised to learn that many people are not as excited as I am in managing their financial assets -- or -- view this task as one of life's necessary challenges. My interest in the markets has evolved into a genuine desire to help people manage their money and achieve their life goals. In doing so, I've developed a strong background in asset and wealth management over the years.

I started my career at Citibank in New York just after graduate school.  I obtained an MBA in Finance from Columbia and started working for Citibank in 1988.  In 1996, while at Citi and after a three-year stint in Brussels as an expat, I decided I wanted to move my career towards investment management, so I began studying for the CFA designation.  After nine years at Citi, I left as a Vice President and credit officer and moved to Atlanta to be a Director in the Capital Markets group at UPS.   I finished the CFA in 1998, and at that time, I was promoted to Vice President at UPS and managed the Investments Group, where we managed over $8 billion in pension assets.  I also was a trustee on several 401ks for over a decade. 

I have held many jobs at UPS over my 20-year career, but by far my favorite roles were managing the pension assets and serving as a trustee on the 401ks until 2014.  Since that time, I knew I wanted my next career move to be in the asset and wealth management areas. I have enjoyed navigating the capital markets, pursuing industry credentials and managing my own assets for the last 30 years, and look forward to sharing with you the insights I've gained over the course of my career.

You've worked hard your whole life. I believe you should make the money you've earned work hard for you.

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Retirement Planning
  • Sustainable Investing
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Executive Financial Services
  • LGBT Planning Services
  • Long Term Care Insurance
  • Qualified Retirement Plans

Securities Agent: GA, NC; General Securities Representative; Investment Advisor Representative

NMLS#: 1780432

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Ready to start a conversation? Contact Lisa A. Johnson, CFA® today.

Dow    -460.19


Nasdaq    -196.29


S&P 500    -54.17

Market Information Delayed 20 Minutes

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

Awards Disclosures