Meet Lis
Lis is a Sr. Wealth Advisor, Director based in Boston, Massachusetts. She joined Mercer Advisors through the acquisition of O’Brien Wealth Partners where she was a Managing Director and Partner. Lis served at O’Brien Wealth Partners for more than 36 years, dedicated to building trust and long-term relationships with her clients and having a positive impact on their lives. She began her financial services career at Charles Schwab in 1986. Lis earned a B.A. degree in economics from the University of Vermont and a MBA from the Simmons School of Management at Simmons University. She is a CERTIFIED FINANCIAL PLANNER® professional, and a Chartered Retirement Planning CounselorSM.
Lis’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Lis has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Advising physicians with insurance, debt, and investment strategies
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- Guiding higher education professionals in maximizing benefits and preparing for retirement
Her working style
Lis is known for building and maintaining relationships, many spanning multiple decades, and managing clients’ financial decisions with multigenerational needs. If you want a trusted partner through your financial life journey, with tried experience and compassion, Lis is a great fit for you.
Lis in real life
What keeps you busy outside of work?
I can be found outside work playing or enjoying almost any sport (currently pickleball, ice hockey, golf, and softball). I am an avid reader, love live music and, most importantly, enjoy spending time with my husband, my son, and my dog.
What makes you tick?
Relationships make me tick. Throughout my life I have continued to add friendships from childhood, high school, college, graduate school, mom’s groups, adult sports teams, and more. I love meeting new people and learning their stories. Being a wealth advisor is the perfect intersection between building new relationships and applying my years of industry experience.
Why do you like working at Mercer Advisors?
After months and months of evaluating potential partners, Mercer Advisors arose as the clear choice as the culture was closely aligned with our firm values. I used to say we were a small firm with the backing of institutional quality advice. Now we truly are.
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