Lisa Malaspine is the Private Wealth Senior Client Manager at QTR Family Wealth, with over 25 years of financial industry experience. After starting her career in New Jersey, Lisa relocated to Lake Mary, Florida in 2004.
In her role, Lisa oversees all aspects of client services, including opening, servicing, and maintaining accounts. She handles financial reporting and addresses complex or unique client needs with precision. Lisa is dedicated to delivering unmatched service and ensuring an exceptional experience for the QTR client family.
Discover blogs, videos, community service updates, and current market insights—all crafted to provide clarity on the financial topics that matter most to you.
Videos
Jan 15th, 2025
Discover the core values and strategies that make QTR Family Wealth stand out. This video dives into our unique approach to wealth management and how we prioritize your financial goals.
Videos
Jan 15th, 2025
Get to know QTR Family Wealth—who we are, what sets us apart, and the personal stories that drive our commitment to exceptional service and personalized financial guidance.
Blogs
Jan 10th, 2025
Preparing your business for a transition? QTR Family Wealth shares essential steps to streamline the process, maximize value, and plan your post-sale future with confidence.
Blogs
Jan 10th, 2025
Private markets offer higher returns and exclusive opportunities beyond public markets. At QTR Family Wealth, we craft personalized strategies to help you diversify your portfolio and build a lasting legacy for your family.
