Lisa  Queeney,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa Queeney, CFP®

CRC®

Vice President - Investments

Morgan Stanley

7 Church St
Gloversville, NY 12078
(518) 773-3350

General

Lisa Queeney is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Gloversville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)
  • Other - CFS

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Investment Management, Long-term Care

More

Helpful Financial Planning Resources