Lisa Ward

Lisa Ward, CFP®, is a Wealth Management Advisor at ChappelWood Financial Services since 2023, focusing on creating tailored strategies for Millionaires and Aspiring Millionaires to address wealth management concerns and enhance retirement living. Prior to this role, Lisa served as a Financial Advisor at Timberlake Financial Group from 2020 to 2023, emphasizing informed decision-making for clients' financial goals. Lisa began their career as a Financial Services Professional at NYLIFE Securities LLC from 2017 to 2020, where a commitment to exceptional client service and long-term financial relationships was paramount. Lisa holds a Master's in Business Administration and Management from Texas Christian University and a Bachelor of Fine Arts in Acting from Oklahoma City University.