Lisa Preudhomme

Advisor at Merrill

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Credentials

Series 63, Series 66

Merrill logo

Firm

Merrill

Location

Poughkeepsie, NY 12601

About

Lisa Preudhomme is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their personal priorities and develop tailored financial strategies. Her approach emphasizes simplicity and transparency in managing investments and wealth planning.

With expertise spanning general investing, retirement planning, and saving for unexpected events, Lisa focuses on helping clients pursue their individual financial goals. She holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the State University of New York system.

Expertise

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) Wealth management

Work history

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2023 - Present (3 years)

Westerhall Solutions Inc

2016 - 2023 (7 years)

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