Lisa Pezzella

When I came to work at Marshall Financial Group (MFG) in 2018, I brought a mix of skills and experience I’d developed from my time in the financial services industry and as a small business owner. I really connected with the people I met at MFG. My primary role is to support clients with services such as welcoming and onboarding, assisting with account transactions, and providing ongoing client services. I enjoy getting to know our clients and they are quick to share their friendship and gratitude.

The values I bring to my job are kindness, compassion, and competence. I enjoy my ability to work autonomously at the firm, knowing that I have the backing of a great team. One of the best things about MFG is that all of our colleagues support each other, which makes for a very positive work environment.

Education
B.S., Psychology, Towson University

Biggest tip for clients
Never be afraid to ask us a question.

Favorite Quote
“Don’t get so busy making a living that you forget to make a life.”

Biggest accomplishment
Owning and running a successful business for 14 years.

My perfect day
Sleep in, hit the beach for the day, and enjoy a sunset dinner on the water.

Little known fact about me
I have an identical twin.

My Favorite Things
Meal: Mexican (& Margarita’s)
Beverage: Margarita
Pet: My lab, Ava
Sport: Football
Sports team: Ravens