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Lisa Barstow

Retirement Plan Advisor, Business Development

Lisa Barstow is a Retirement Plan Advisor with expertise in managing fiduciary risk, investment oversight, and fiduciary governance.

She aids plan sponsors in implementing best practices for retirement plans to help clients and employees prepare for a secure financial future.

Lisa aims to create a positive impact by ensuring employees are well-informed and satisfied with their benefits.

She studied at Villanova University and has held key positions at renowned financial organizations like Sentinel Benefits & Financial Group, Wellington Management, and Morgan Stanley.

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Location

North Reading, Massachusetts