Profile
Lisa Muccioli

VP, Associate Advisor

Ms. Muccioli joined Fieldpoint Private Securities, LLC in 2012, along with her teammate Managing Director/Senior Advisor Greg Reidy. The two joined from Morgan Stanley Wealth Management, where she served as a senior sales associate. Her primary responsibilities are maintaining relationships with current clients, as well as cultivating new ones. In addition, she is responsible for conducting valuation analyses, managing the team’s reconciliation of capital calls and distributions among numerous sponsors/firms, an effort that prioritizes internet safety protocols and wire fraud detection.

Ms. Muccioli holds the Series 7 and 63 licenses. She also holds two certifications in Identity Theft Management, as well as the CITRMS (Certified Identity Theft Risk Management Specialist) and CIPA (Certified Identity Protection Advisor) certifications.

Ms. Muccioli joined Morgan Stanley in 2000, where she worked with multiple advisors and numerous accredited investors, both U.S.-based and internationally. She started her career in 1997 at American Express Financial Advisors.

Check the background of this investment professional on FINRA’s BrokerCheck.

Contact Details

Email lmuccioli@fieldpointprivate.com

Office 212.365.7624

Fax 646.532.6524

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