Image of Lisa Dieter, CFP®

Lisa Dieter, CFP®

Associate Vice President, Financial Advisor @ Morgan Stanley

Financial Advisor | Senior Portfolio Manager at Morgan Stanley

Greater Chicago Area

Ranked #1,013 out of 20,260 for Associate Vice President, Financial Advisor in United States

Section title

Lisa Dieter, CFP®'s Email Addresses & Phone Numbers

Lisa Dieter, CFP®'s Work Experience

Morgan Stanley

Associate Vice President, Financial Advisor

November 2010 to Present

Mesirow Financial

Investment Manager

April 2008 to November 2010

JPMorgan Chase

Financial Advisor

August 2005 to April 2008

Lisa Dieter, CFP®'s Education

Illinois Wesleyan University

BA Mathematics and Music

1998 to 2002

Adlai E. Stevenson High School

1994 to 1998

Lisa Dieter, CFP®'s Professional Skills Radar Chart

Based on our findings, Lisa Dieter, CFP® is ...

Traditional
Independent
Calm under pressure

What's on Lisa Dieter, CFP®'s mind?

Based on our findings, Lisa Dieter, CFP® is ...

57% Left Brained
43% Right Brained

Lisa Dieter, CFP®'s Estimated Salary Range

About Lisa Dieter, CFP®'s Current Company

Morgan Stanley

I manage $50+ million in assets (as of April 2015), primarily for high net worth individuals and families. The majority of my clients are women, attorneys, or people who have recently undergone a major life transition (retirement, death, divorce, downsizing). Most clients retain me on a fee-only basis; their fee is charged as a percentage of assets...

Frequently Asked Questions about Lisa Dieter, CFP®

What company does Lisa Dieter, CFP® work for?

Lisa Dieter, CFP® works for Morgan Stanley


What is Lisa Dieter, CFP®'s role at Morgan Stanley?

Lisa Dieter, CFP® is Associate Vice President, Financial Advisor


What is Lisa Dieter, CFP®'s personal email address?

Lisa Dieter, CFP®'s personal email address is li****[email protected]


What is Lisa Dieter, CFP®'s business email address?

Lisa Dieter, CFP®'s business email address is l****[email protected]


What is Lisa Dieter, CFP®'s Phone Number?

Lisa Dieter, CFP®'s phone (**) *** *** 194


What industry does Lisa Dieter, CFP® work in?

Lisa Dieter, CFP® works in the Financial Services industry.


About Lisa Dieter, CFP®

📖 Summary

IN-DEPTH SOLUTIONS FOR A SELECT FEW People in the Midst of Change Sometimes we choose change, sometimes it chooses us. A death, divorce, diagnosis, retirement or professional evolution compels many decisions, some with far-reaching financial consequences. Many people find me during or just after a major life event. Together, we prioritize needs and implement a plan to create a new “normal”. Women As a Certified Financial Planner, I have seen a shift in the financial balance of power in families. Women have become significant contributors to family wealth and are more actively involved in wealth planning and decision-making. This changing dynamic requires me to use different skills than traditional approaches to wealth planning. Clients can benefit from my advanced training, counsel and ability to understand the big picture view of the whole family unit. Attorneys Attorneys measure their time in six-minute increments, yet making partner can be a 16+ year undertaking. Over the course of their career, financial priorities constantly evolve and complex questions emerge. I help devise tailored solutions to mitigate attorney-specific challenges such as dealing with student loans, managing cash flow and alleviating taxes. A MATH GEEK WITH PEOPLE SKILLS Most of my fellow math majors went on to become engineers, professors, or actuaries. Staring at spreadsheets all day or proving obscure theorems has limited appeal for me. I love analysis, but helping others is my true calling. As a financial advisor, I seek to use my math skills to meaningfully impact others’ lives every day. I am an excellent listener with the ability to succinctly and clearly explain complex financial matters. First and foremost, you should feel educated and empowered when making financial decisions. Like what you’ve read? Please contact me at [email protected] or (847) 441-3679 to learn more.Associate Vice President, Financial Advisor @ I manage $50+ million in assets (as of April 2015), primarily for high net worth individuals and families. The majority of my clients are women, attorneys, or people who have recently undergone a major life transition (retirement, death, divorce, downsizing). Most clients retain me on a fee-only basis; their fee is charged as a percentage of assets under management. From November 2010 to Present (5 years 2 months) Investment Manager @ From April 2008 to November 2010 (2 years 8 months) Financial Advisor @ Helped bank clients with financial planning and asset management, Covered bank branches throughout the North and Northwest suburbs. From August 2005 to April 2008 (2 years 9 months) Branch Manager, Assistant Branch Manager, Banker @ Monitored and improving branch P&L to meet aggressive growth targets, employee development and coaching, training, scheduling, interviewing, and hiring. Managed all aspects of branch operations performance including audit readiness. Assisted personal and business bank customers with checking, savings, loans, lines, and credit cards. Provided individualized, best-fit banking solutions upon learning each customer's needs. From May 2002 to July 2005 (3 years 3 months) BA, Mathematics and Music @ Illinois Wesleyan University From 1998 to 2002 Adlai E. Stevenson High School From 1994 to 1998


Lisa Dieter, CFP®’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Lisa Dieter, CFP®'s Personality Type

Extraversion (E), Intuition (N), Thinking (T), Judging (J)

Average Tenure

3 year(s), 5 month(s)

Lisa Dieter, CFP®'s Willingness to Change Jobs

Unlikely

Likely

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Lisa Dieter, CFP®'s Social Media Links

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