Lisa Brown Cfp®

Lisa Brown CFP®, CIMA®, GFP (USA), MBA, is a seasoned Partner and Wealth Advisor at Corient, where since July 2005, expertise in addressing the complex tax and financial needs of corporate professionals has been cultivated. With over 20 years of experience, leadership in the growth strategy for the Atlanta office has been a key focus, alongside a passion for public speaking, educational content creation, business development, and mentoring colleagues. Previous positions include roles as a Financial Planning and Insurance Specialist at Truist, Director of Financial Planning at GV Financial Advisors, and Financial Planner at The Ayco Company. Lisa holds an MBA from Georgia State University and additional credentials in international financial planning from the Global Financial Planning Institute and a BS in Finance and Economics from Le Moyne College.