Lisa Zengel

Financial Wellness

Financial Advisor, Morgan Stanley

Lisa is a financial advisor with a strong background in investment management and financial planning. She holds a B.A. in Economics from Boston College and an MBA in Finance from the University of Southern California. Prior to joining Morgan Stanley, Lisa built extensive experience in investment-focused roles, developing a disciplined and analytical approach to financial strategy. At Morgan Stanley, she leverages this expertise to help individuals and families achieve their financial goals while building long-term, trusted relationships. Lisa is also passionate about advancing women in finance and fostering collaboration within the industry. She serves on the Board of Directors for Girls, Inc., an organization dedicated to inspiring girls to be strong, smart, and bold. She lives in Piedmont with her husband and two sons. Outside of work, Lisa enjoys staying active and spending time outdoors, including skiing, hiking, biking, and traveling.
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