Lisa Cassidy

Lisa Cassidy is a Senior Relationship Manager at Congress Wealth Management. Lisa has over 9 years of experience in the financial industry, including working as a Senior Client Manager at Brenton Point Wealth Advisors LLC and as a Senior Relationship Manager at Fidelity Investments. Lisa is passionate about helping their clients reach their financial goals and providing them with the best possible service.

Lisa Cassidy holds a Bachelor's degree in Political Science and Communication from Regis College.