Achieving what's most important begins with advice you can trust

Today, in a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your unique circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it should circumstances change so you can embrace your financial future with confidence no matter what the environment.

Investment Insights


Lisa Quadrini

Lisa Quadrini, CFP

Senior Vice President Wealth Management
Wealth Advisor
Portfolio Manager

20 Montchanin Road
Suite 170
Greenville, DE 19807
855-243-7714 fax
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