80 William Street
Suite 260
Wellesley, MA 02481

781.235.7550

Be yourself; everyone else is already taken.

Lisa A. Morash

Client Services Representative

Lisa has been involved in the financial services industry since 2000. She was a financial planning analyst for The Relaxing Retirement Coach, Inc. until it joined with Savant in 2023. Prior to joining The Relaxing Retirement Coach, Lisa worked at Corcoran & Havlin Insurance Group outside of Boston.

Lisa was born and raised in small-town Maine and resides in a suburb of Boston. Outside of work, she enjoys baking and spending time with friends and her two adult daughters.

Be yourself; everyone else is already taken.

Lisa A. Morash

Client Services Representative

Lisa has been involved in the financial services industry since 2000. She was a financial planning analyst for The Relaxing Retirement Coach, Inc. until it joined with Savant in 2023. Prior to joining The Relaxing Retirement Coach, Lisa worked at Corcoran & Havlin Insurance Group outside of Boston.

Lisa was born and raised in small-town Maine and resides in a suburb of Boston. Outside of work, she enjoys baking and spending time with friends and her two adult daughters.