Focus
As Curley Wealth Management’s Senior Client Associate, Lisa Wells plays a central role in delivering the smooth, attentive service clients rely on. She supports the entire advisory team and oversees client onboarding, scheduling, paperwork processing, service requests, operations support, and compliance assistance. Her ability to keep complex processes organized and moving forward ensures clients experience clarity and confidence at every step.
Lisa brings more than 20 years of experience as a paralegal, where she specialized in matrimonial and family court law and also worked across criminal, real estate, and estate planning matters. Her background in case management, document preparation, and client communication translates seamlessly into her work in wealth management. Before her legal career, she spent six years in automotive sales, where she discovered how much she enjoyed guiding people through important financial decisions — a passion that ultimately brought her back to the financial services world.
Clients and colleagues know Lisa for her exceptional organization, positive personality, and responsiveness. She approaches every interaction with honesty, warmth, and a genuine commitment to doing what’s required to support clients and the team.
Outside the Office
Originally from Cherry Valley, Lisa now lives in Oneonta with her husband, Jerry. Outside the office, she’s an avid outdoorswoman who enjoys hunting, hiking, and riding her Harley in the summer. She also serves on the 6th Ward Foundation Board and is known for her upbeat, compassionate presence in both her community and her work.
