Advisor Profile

Lisa A. Edwards brings more than two decades of experience across wealth management, institutional finance, and corporate financial analysis. She is known for providing disciplined, strategic guidance to high-net-worth individuals and families, informed by a career spent navigating complex financial, analytical, and highly regulated environments.

Before joining Choreo, Lisa was with WMS Partners/HB Wealth in Columbia, MD, where she served as a Financial Advisor and worked closely with high-net-worth clients to develop and implement comprehensive financial plans. Her work focused on integrating investment strategy, retirement income planning, estate and tax considerations, and risk management, while collaborating with clients’ accountants, attorneys, and other advisors to deliver coordinated, holistic solutions.

Earlier in her career, Lisa spent more than a decade with the Federal Agricultural Mortgage Corporation (Farmer Mac) in Washington, D.C., where she served as Manager of Financial Analysis. She also held senior analytical roles at Lockheed Martin and FMC Corporation, supporting financial strategy and decision-making within large complex organizations. She began her professional career as an engineer, a foundation that instilled a disciplined, process-driven approach to analysis and problem-solving.

In addition to her professional work, Lisa serves as a Trustee and Investment Committee member for the Community Foundation of Howard County, contributing to investment oversight and responsible stewardship in support of the Foundations mission.

This breadth of experience allows Lisa to bring a measured, leadership-driven perspective on client relationships. She brings the ability to navigate complexity, evaluate risk thoughtfully, and guide financial strategies aligned with long-term objectives, grounded in disciplined judgment and practical insight.

EDUCATION

• MBA Business Administration, Robert H. Smith School of Business, University of Maryland
• MS Taxation, University of Baltimore (Expected Fall 2027)
• MS Chemical Engineering; Minor Economics, University of Delaware
• Fundamentals of Alternative Investments – CAIA Association
• Certificate in Alternative Investments – Harvard Business School Online
• Certificate in Financial Planning Program – Georgetown University
• Yield Curve Analysis – New York Institute of Finance (NYIF)
• The Fixed Income Regulatory Environment – New York Institute of Finance (NYIF)
• Planning and Forecasting Training (Quantitative Risk Management (QRM)
• Financial Modeling and Valuation Training – Investment Banking Institute

PROFESSIONAL AFFILIATIONS & CREDENTIALS

• Chartered Financial Analyst (CFA)
• Certified Financial Planner CFP®
• Certified Treasury Professional (CTP)
• FINRA Series 65 – Investment Advisor/Representative