Mary Lisa’s primary focus is overseeing all aspects of account administration and servicing for Howe & Rusling’s clients. She has over 35 years of relationship management experience at H&R and worked in the retail brokerage industry for several years before joining the firm. She is an active volunteer with a variety of organizations in the Rochester community and graduated from Boston College.
A commitment to serving clients and building relationships is what Mary Lisa is most passionate about and she is extremely proud of the good work H&R has provided clients over the many years she has worked at the firm. She is most enthusiastic about the talented group of employees she works with today and is excited for a very bright future for the firm and its clients.
“The best piece of advice I’ve ever been given is: Be able to support yourself financially and save for retirement. A dear friend (now deceased) shared that advice from experience when she suddenly found herself single with no income when the husband she depended on moved on.”