Lisa K. Matthews, CFP®, ChFC

Registered Representative and RIA

Phone: (617) 896-3576
Fax: (617) 227-5505

 Lisa K. Matthews is a financial advisor and investment manager and Principal with Winslow, Evans & Crocker, Inc. Winslow, Evans & Crocker, Inc. is a full service investment management and financial advisory firm, with experts and resources in all areas of financial management. For over 20 years, Lisa has specialized in the design of customized investment management and financial, estate, and retirement planning programs for individuals, families, businesses, and foundations. 
 
Prior to joining Winslow, Evans & Crocker, Inc., Lisa was Managing Principal for North American Management, a 75 year-old Boston-based wealth management firm.
 
Lisa is a frequent speaker at conferences, locally and nationally, and has published articles in several business and industry journals, lectured at several of Boston’s colleges and universities and has been a featured guest on radio and television programs.
 
Lisa’s passions are turning around and building businesses and working with several global non-profits to bring economic sufficiency to girls and women around the world.
Credentials
§         Recently named to the “Top Ten Financial Professionals” by Women’s Business
§         Awarded the prestigious Pinnacle Award by the Boston Chamber of Commerce as outstanding woman in the Boston business community
§         Selected as Woman Business Owner of the Year by the Massachusetts Women Business Owners Association
§         Member of the Women’s Leadership Board of Harvard University’s John F. Kennedy School of Government
§         Member of Greater Boston Chamber of Commerce Board of Directors and International Association of Financial Planners
§         Member of The Home for Little Wanderers Board of Directors
§         Member of American Society of Financial Service Professionals