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Lisa Marcelli, CFP®, CDFA

Lisa Marcelli, CFP®, CDFA

Financial Advisor

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  • Timeline

  • About me

    Managing Director, Skyward Financial

  • Education

    • The University of Texas at Austin

      -
      Bachelor of Business Administration (B.B.A.) Economics

  • Experience

    • Banc One Securities Corporation

      Jan 1993 - Jan 2003
      Financial Advisor

      Asset Management, Financial Planning

    • Sanders Morris Harris

      Jan 2003 - Jan 2012
      Financial Advisor

      Asset Management, Financial Planning

    • Wunderlich Securities

      Dec 2012 - Jun 2018
      Senior Vice President, Financial Advisor

      Asset Management, Financial Planning, Divorce Financial Planning

    • B. Riley Wealth Management

      Jul 2018 - Nov 2024
      Senior Vice President, Financial Advisor

    • Skyward Financial, LLC

      Nov 2024 - now
      Managing Director Financial Planning

      Providing "WOW" ideas, investments, and service to individuals and families desiring guidance in their financial lives.

  • Licenses & Certifications

    • CFP, CDFA

      Certified Financial Planner Board of Standards, Institute of Divorce Financial Planners
      View certificate certificate

  • Honors & Awards

    • Awarded to Lisa Marcelli, CFP®, CDFA
      Certified Divorce Financial Analyst Institute for Divorce Financial Analysts Feb 2015 The Institute for Divorce Financial analysts is the premier national organization dedicated to the certification, education, and promotion of the use of financial professionals in the divorce arena.
    • Awarded to Lisa Marcelli, CFP®, CDFA
      Certified Financial Planner™ CFP® Board May 2003 To obtain a CFP® certification, all applicants must meet the CFP® Board of Standards education, ethics and experience requirements and pass the CFP® Certification Examination. Once all requirements to use the CFP® designation have been met, each CFP® must continue to meet all CFP® Board of Standards requirements as well as complete continuing education every 2 years.

  • Volunteer Experience

    • Fundraising

      Issued by The Awty International School on Sept 2007
      The Awty International SchoolAssociated with Lisa Marcelli, CFP®, CDFA

    • Fundraising

      Issued by Houston Christian High School on Sept 2009
      Houston Christian High SchoolAssociated with Lisa Marcelli, CFP®, CDFA

    • Fundraising

      Issued by Spaulding for Children on Jan 2016
      Spaulding for ChildrenAssociated with Lisa Marcelli, CFP®, CDFA