Lisa N. Lubar

CDFA, Financial Advisor

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Lisa N. Lubar

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story

For more than two decades, Lisa has been focused on the wealth management needs of clients. Her expansive industry knowledge and experience as a former commercial lender, private banker, and regional manager provide a powerful framework for her current role as a financial advisor. She works with clients to identify their primary goals in the area of cash management, risk management and investment management and commits herself to developing strategies to help clients pursue desired outcomes. Services include wealth planning, retirement planning, liability management, insurance planning, education planning, charitable gifting and tax and estate planning in coordination with your accounting professional or attorney.

Lisa began her career in financial services in 1988 as a commercial lender and private banker with SunTrust Banks, where she provided concierge banking services to executives and business owners. In 1997, she became a financial advisor with Smith Barney, where, in 2000, she was selected to join the management team of the largest branch in the Southeast, giving her exposure to and oversight responsibility for more than 100 advisors. She spent a decade in management, most recently as a regional manager for Wachovia Securities (now Wells Fargo Advisors) in Atlanta. Lisa has been recognized in various publications, including Atlanta Magazine as a 2018 "FIVE STAR Wealth Manager."

Lisa earned a bachelor's degree in Economics from Emory University, where she has served as a member of the board of directors of the Executive Women of Goizueta, and remains active as a mentor. Since 2011 Lisa has also participated in the Coca-Cola/Spelman Intergenerational Leadership Mentoring Program at Spelman College. She and her husband Scott live in Garden Hills where she volunteers with her neighborhood association. 

Access to Private Banking >

Services Include

  • Divorce Financial Analysis
  • Cash Management
  • Wealth Management
  • Retirement Planning
  • Life Insurance
  • 529 Plans
  • Philanthropic Services
  • Estate Planning Strategies

Securities Agent: AL, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1330684


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

Location

Location

  • 5 Concourse Pkwy, Ste 2000
  • Atlanta, GA 30328


    Investing

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

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

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    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

    Retirement

    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 N. Lubar today.

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