Lisa Taranto Schiffer

Athlete, Business adviser, Finance professional, World traveler

Lisa, a Georgia native, is a founding partner of the Horizon Group at Morgan Stanley and has spent nearly three decades in wealth management focusing on working with affluent women who manage their family finances as well as small business owners. Lisa helps her clients with comprehensive financial planning and utilizes her wide network of professionals to help her clients make prudent financial decisions. Lisa’s clients value her compassion and genuine dedication to helping them achieve their life goals. Shortly after receiving her Bachelor of Science from Syracuse University, she began her career in finance with some of the most recognized financial firms in the business: Merrill Lynch, Sanford C. Bernstein and American Express Financial Advisors (AEFA). In 1993, Lisa formed a partnership with financial advisor, Chris Wynne. As partners, they worked for more than a decade with AEFA, and later joined Habif, Arogeti & Wynne (HA&W); a top 50 US based accounting firm. From 2003 to 2014, they served as Vice Presidents & Financial Advisors of HA&W’s wealth management division. Lisa has been recognized in various publications including Atlanta Magazine as a 2012, 2013, 2014 and 2015 “FIVE STAR: Wealth Manager.” She has shared her knowledge on divorce and financial planning as a guest on Good Day Atlanta (FOX 5) and NBC’s Peachtree Morning. Lisa has been quoted in the Marietta Daily Journal, Dossier Magazine, MyFamily.com and BestSelfAtlanta.com to name a few. Lisa is active in the Atlanta community and currently serves on the Board of Governors for the Buckhead Club, and is a member of the Financial Planning Association (FPA). She has served as a trustee of the Temple Beth Tikvah Board of Directors and Mothers and Daughters Against Cancer (MADAC). Lisa resides in the East Cobb, Metro Atlanta area with her husband and has a son and daughter who are currently in college. She enjoys traveling, rowing and other outdoor activities. The Horizon Group provides comprehensive wealth management and corporate retirement plan services for hundreds of families and small businesses throughout the United States. The founding members of the Horizon Group have worked together for over 15 years. Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) , its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise agreed to in writing by Morgan Stanley. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments

Women and Wealth

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