Lisa Curles
Senior Client Service Specialist
Lisa brings almost two decades of client service and investment industry
experience to serving our clients, who have come to relyon her
accessibility and knowledge.
Lisa Curles
Lisa has been with Smith & Howard Wealth Management since our founding in 1999. She is passionate about providing personal service to our clients. This commitment, coupled with her client service experience and almost two decades of of investment industry experience make her a valuable asset to the firm and to SHWM clients.
Born in Ohio, Lisa has lived in Atlanta for more than 20 years and has eight siblings.
She is involved in community activities including serving as a planning member for the Marcy’s Mulligan annual charity golf tournament and participating in Dancing with the Stars Atlanta in 2019 benefitting the Alzheimer’s Association.
Lisa is a member of our Women of Meaning group and also serves on the SHWM/Smith & Howard Community Service committee and their Administrative Social Group. In her spare time she enjoys photography and travel.
Related Resources
Market Recap & Outlook | An In-Depth Look at the 1st Quarter of 2020
It seems hard to fathom, but it was only a little over a month ago on February 19th, that the...
Read more.
Summary | First Quarter 2020
“Things turn out best for people who make the best of the way things turn out” This quote from one...
Read more.
Federal Reserve Issues New Lending Facilities
Our previous communication regarding the fiscal package recently passed into law mentions the large number of programs contained in this...
Read more.
On the Horizon: COVID-19 & the Market Impact
It is painfully clear that the coronavirus, Covid-19, is by far the most important issue impacting markets (and our world
Read more.
Why Comprehensive Financial Planning Is Important, Now More Than Ever
From experience comes wisdom, from wisdom comes confidence, and from confidence comes a sense of peace.
Read more.