Lisa Margulies

Branch Manager & Financial Advisor

Lisa is a Financial Advisor, Branch Manager, Mentor, and Transformational Coach. Lisa brings a unique, compassionate, yet focused and practical approach to financial planning. She is passionate about empowering women and men through all stages of life. Her steadiness comes from walking with so many through all of life and end-of-life experiences and challenges, including her own. She truly loves what she does on a daily basis. Her connections with her clients get her out of bed every day. In addition to being an Advisor/Branch Manager, she is also a mom to two amazing young adult children. Her son is 31 and in 3rd year of medical school in Hawaii. Her daughter is 28 and owns a business training dogs (and their humans) in Colorado.

As a Mentor, she has spent countless hours mentoring youth in their passion and purpose. As a result of BLM, she found a new mentorship blessing in supporting African American women in financial literacy and beyond. As a result of this incredible and extended mentorship, a group of women has gone on to form a new company called Wise Women of Wealth, Inc (WWOW). She has dedicated her off-time to supporting these women by creating unique content to lift personal, societal, and cultural barriers to financial stability and wealth. They are all looking forward to launching their unique program later in 2023. One of the founders of WWOW was further inspired to create an app. As a result, this mentee has been accepted into an entrepreneurial developmental program through Centro Community Partners. Lisa has been honored for her work with WWOW by having a scholarship named after her.

Transformational Coach

As a Transformational Coach, she provides a safe space for the kind of listening that makes a difference in your ability to hold all that there is in your world. She has deep and varied experiences that she draws on and allows you to face fear and limiting beliefs head-on. She is a highly in-demand coach who coaches other coaches, executives, and individuals all over the world.

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