Skip to content

Lisa Fulco

Financial Advisor

Designations: CFP®, ChFC®, CPWA®, LUTCF®

  410-515-6310

  Bel Air, MD

Lisa Fulco, CFP®, ChFC®, CPWA®, LUTCF® is a Financial Advisor with Allworth's Bel Air, Maryland office. Prior to her joining the firm, Lisa most recently was Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the Baltimore area. There, Lisa was responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.

Lisa's work history spans a more than 25-year career in the financial services industry, during which time she has held roles in various aspects of the industry, including banking, insurance, investment management and retirement plan consulting firms. Lisa’s scope of experience lends to her delivering guidance and expertise including serving high net worth clients on a variety of areas of financial planning concerns. Lisa holds a Bachelor of Science in Economics and a Master of Science in Human Resource Development, both from Towson University. As a FINRA registered representative, she holds Series 7, 63, and 65 licenses while maintaining Life, Health, Property and Casualty and Variable Annuity licenses from numerous states throughout the country.

Education and Certifications

Who I work with

What guides my approach

Lisa Fulco, CFP®, ChFC®, CPWA®, LUTCF® is a Financial Advisor with Allworth's Bel Air, Maryland office. Prior to her joining the firm, Lisa most recently was Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the Baltimore area. There, Lisa was responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.

Lisa's work history spans a more than 25-year career in the financial services industry, during which time she has held roles in various aspects of the industry, including banking, insurance, investment management and retirement plan consulting firms. Lisa’s scope of experience lends to her delivering guidance and expertise including serving high net worth clients on a variety of areas of financial planning concerns. Lisa holds a Bachelor of Science in Economics and a Master of Science in Human Resource Development, both from Towson University. As a FINRA registered representative, she holds Series 7, 63, and 65 licenses while maintaining Life, Health, Property and Casualty and Variable Annuity licenses from numerous states throughout the country.

“My passion for money and finances started as a young child when my mother taught me about the importance of saving and investing. I've continued to share those same valuable lessons by guiding my clients on a path to reaching their goals through disciplined strategies, education and holistic financial planning.”

- Lisa Fulco, Allworth Financial Advisor

More About Lisa:

  • Lisa enjoys horseback riding, traveling, volunteering and spending time with family
  • Lisa is an active member of Mount Carmel Hounds Harford County Running Club and NAIFA (National Association of Insurance and Financial Advisors).
  • Lisa is married (Tony) and has two boys, age 19 and 22
CoSign 1_460x460

About Allworth

blue line

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9