Lisa Curles

Lisa hsa 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.

Lisa is a member of our Women of Meaning group. Born in Ohio, she has lived in Atlanta for more than 20 years and has eight siblings. Lisa is involved in community activities, serving as a planning member of the Marcy’s Mulligan charity golf tournament, as a member of the joint SHWM/Smith & Howard Community Service Committee and Admin Social Group. She also enjoys photography and travel.

Related Resources

Market Recap – Economic and Geopolitical Concerns Impact Markets | Fourth Quarter 2018
In a nutshell:  The past year will be remembered as a year in which nearly every major asset class and...
Read more.
Summary: Fourth Quarter 2018
Recognizing the importance of investor psychology in navigating tough markets.
Read more.
Market Outlook – Broad U.S. Markets Remain Relatively Expensive | Third Quarter 2018
Bond valuations and future expectations have improved marginally as yields have crept higher.
Read more.
Market Recap – U.S. Leads Global Markets | 3rd Quarter 2018
Despite large gains in U.S. markets, full-year global market returns remained relatively modest.
Read more.