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Lisa Schwinghammer, CFA®

Wealth Advisor

Lisa Schwinghammer is responsible for focusing on financial planning and investments to meet clients’ long-term goals at United Capital Financial Advisors. An overall emphasis on wealth management allows her to tailor advice and recommendations to the specific financial situations of clients, as well as any objectives and needs they might have.

With over 30 years of industry experience, Lisa managed investment portfolios and trust accounts for high-net-worth clients at J.P. Morgan Private Bank before joining what is now United Capital in 2008. Her prior experience included time on both the equity and debt sides of the market, working as a stock analyst at a hedge fund and a mutual fund, and advising clients on Latin American markets.

A graduate of the University of Colorado with a B.S. degree in finance, Lisa has also earned the Chartered Financial Analyst (CFA) designation.

Outside of work, Lisa stays busy with her family, enjoying the many outdoor activities available in the mountains throughout the year. Her favorite causes include supporting adoptions and blood donations, along with mentoring local high school students.

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