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 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
On the Horizon: 7 Focus Areas | Second Quarter 2018
While unanticipated events always occur, there are typically some themes, data points and awaited events that can impact markets.
Read more.
Market Recap – Volatility Settles Down | Second Quarter 2018
Market volatility leveled off during the 2nd quarter, but that was more reflective of just how extreme 1st quarter volatility
Read more.
Market Recap – The Return of Volatility | First Quarter 2018
The first quarter of 2018 was a good reminder of just how quickly change can occur in the investing world.
Read more.
Summary: First Quarter 2018
During periods of uncertainty it is important to not get caught up in the daily barrage of headlines and tweets.
Read more.
A Deeper Dive – The Impact of Rising Interest Rates | 1st Quarter 2018
The Federal Reserve has made it clear that they are finally on a path to “normalizing” rates.
Read more.