Lisa Marie Barbieri


Partner + Private Wealth Advisor

Lisa Marie Barbieri is a Partner and Private Wealth Advisor at Capitol Private Wealth Group since it was founded in 2016.

Lisa Marie began her career in 1979, as a staff accountant with Gennaro A. Barbieri, a CPA firm in Connecticut. She transitioned to the telecommunications industry in 1983 as an accountant for Data Switch International. After relocating to Virginia in 1999, she began her career in financial services as a Registered Representative with Aetna Investments in Fairfax, Virginia until it became ING Financial in 2001. Lisa also worked as a Senior Loan Officer for Guarantee National Bank of Tallahassee, in Chantilly, Virginia from2001 to 2002. Lisa accepted a loan officer position with Everbank Commercial Lending from 2005 to 2012 which allowed her to serve the mortgage needs of her financial planning practice.

Be the Change that you wish to see in the world.

Mahatma Gandhi

Lisa’s move to American Express Financial Advisors, which became Ameriprise Financial, allowed Lisa Marie to fulfill her vision of providing clients with integrative and holistic financial planning. She started in 2001 as a Financial Advisor, was promoted to Advisor Coach in 2002, Business Financial Advisor/Advanced Advisor Group in 2005. In 2006 she qualified as a Senior Financial Advisor, and transitioned to a franchise owner.

Lisa works with her clients to design a personal financial plan based on their life goals and values. Her mission is to deliver financial solutions through a personalized approach and a genuine interest in her clients’ evolving needs, which helps her clients achieve confidence.

During her free time, Lisa Marie enjoys public speaking, hiking in national parks, swing dancing, gourmet cooking and holistic medicine. One of her deepest passions is animal rescue. She is a champion of women’s issues and is a frequent volunteer, serving the elderly, the homeless, youth at risk, and military veterans.

Lisa Marie founded ‘DivasAfterDark’, a professional women’s networking group, in 2005. She resides in Fairfax, Virginia with a flock of parrots, her dog Gigi, and is the proud mother of three amazing adults, Anthony, Candace and Christian.

lbarbieri@capitolpwg.com

8133 Leesburg Pike Suite 780B
Vienna, VA 22182
202-355-5995 Office
877-834-7916 Fax

Qualifications:

  • Chartered Retirement Planning Counselor℠ (CRPC®)
  • 1999 to Present – Uniform Securities Agent (Series 63)
  • 2002 to Present – Uniform Combined Agent (Series 66)
  • 2002 to Present – Insurance Agent for Variable Contracts, Health, and Life & Annuities
  • 1999 to 2016 – Variable Contracts Representative (Series 6)
  • 2002 to 2016 – Registered Representative (Series 7)

Awards & Recognition:

  • Mercury Award – 2003
  • President’s Recognition Award – 2005
  • Awards of Excellence – 2005-2006
  • Circle of Success – 2005-2015
  • Million Dollar Roundtable award – 2005
  • Private Wealth Advisor – 2009