Lisa Brown

Lisa Brown General Information

Biography

Ms. Lisa Brown served as Partner, Wealth Advisor, and Practice Area Leader, Professionals & Executives at Brightworth. She is a Shareholder and Wealth Advisor at Brightworth, where she works with a select number of high-net-worth families in the areas of investment management, executive compensation, retirement transition, and estate planning. She began her wealth management career in 1999 developing personal financial strategies for top-level executives of Fortune 500 companies. She joined Brightworth in 2005 as the Manager of Financial Planning and was promoted to Wealth Advisor in 2009. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Estate Planner, and has completed the Investment Management Consultants Association's Investment Analyst Program at the University of California Berkeley Haas School of Business, earning the designation of Certified Investment Management analyst. She received her Masters in Business Administration with a personal financial planning concentration from Georgia State University. She graduated Summa Cum Laude from Le Moyne College in Syracuse, N.Y. with a bachelor's degree in finance and economics.