Lisa Tomczak is primarily responsible for working with clients to understand their financial goals and objectives and assist them in developing customized strategies.
Ms. Tomczak has been in the investment business for over eight years. Prior to joining Boston Private, she was a Financial Advisor for Raymond James and an Associate Wealth Advisor for Amerprise Financial.
Ms. Tomczak frequently works with divorced and widowed women and was a member of women’s service organization, Zonta International, and has worked with the Palm Beach County Justice Association.
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