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Lisa Brown, CFP®, CIMA®

Practice Area Leader, Corporate Professionals and Executives | Partner | Wealth Advisor

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future." Her straight forward, results oriented approach appeals to the busy professional.

ABOUT LISA

Lisa is the Practice Area Leader for Brightworth’s Corporate Professionals and Executives specialty. In addition to working with clients, she oversees the firm’s development strategy to serve more corporate executives with excellence and expertise specific to their complex tax and financial needs. This has been her niche for the past 20+ years. Lisa joined Brightworth in 2005 and became a Partner in 2010. In 2015 she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch”.

Her female finance book series, Girl Talk, Money Talk. The Smart Girl’s Guide to Money After College and Girl Talk, Money Talk, Financially Fit and Fabulous in Your 40s and 50s empowers women to make smart financial decisions throughout their lives and take control of their money. A regular columnist on Kiplinger.com, Lisa’s numerous articles and quotes on wealth management topics have also been featured in The New York TimesThe Wall Street JournalYahoo FinanceNasdaq.comCNBC.com, and many more. Lisa’s been a regular financial expert guest on local news station WSBTV and frequently speaks at seminars for Fortune 500 executives, attorneys, and other financial industry groups across the country. Lisa’s podcast series, Taking Stock with Lisa Brown, features regular financial content for busy professionals, in under 30 minutes.

Supporting families and children experiencing homelessness is her passion in the community. Lisa is the past Treasurer and a current Board member of Family Promise of Forsyth County, is the past Treasurer and chairperson of the Finance and Audit Committee for Our House, Inc., is a member of the Major and Planned Giving Committee for The Atlanta Ronald McDonald House, is a Girls on the Run coach, and serves as President of the Atlanta Estate Planning Council. She is also a member of the Philanthropic Advisors Leadership Institute.

Lisa and her husband, Jason, enjoy spending time with their three children (13-year-old boy/girl twins and 9-year-old girl) and Corgi named Waffles. A native of upstate New York, Lisa enjoys running and has competed in half and full marathons, 30-hour adventure races, and recently has developed a passion for cycling.