Women Who Move Detroit – 2026 Special Section
Lisa McInerney, CFP®, CRPC™
Vice President, Wealth Management Advisor, and Senior Portfolio Advisor,
Merrill Lynch Wealth Management
39577 Woodward Ave., Suite 100
Bloomfield Hills, MI 48304
248-645-7446
Lisa McInerney is a Vice President and Wealth Management Advisor at Merrill in Bloomfield Hills, where she provides planning-based guidance to individuals, families, businesses, and multigenerational households. Approaching her 25th anniversary as a financial advisor, she has been guiding clients in the financial services industry since 2001. McInerney provides a comprehensive approach to strategies spanning investment management, retirement planning, risk management, tax-minimization strategies, and wealth-transfer considerations. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation. She is committed to acting in her clients’ best interest and tailoring advice to each family’s unique goals and values.
McInerney earned her Bachelor of Arts from the Eli Broad College of Business at Michigan State University. Before joining Merrill Lynch in 2006, she began her career with Morgan Stanley, where she survived the Sept. 11 attacks on the World Trade Center. At Morgan Stanley, she advanced to vice president and established a foundation in financial planning and relationship-focused advising.
McInerney resides in Bloomfield Hills with her husband, Steve, and their children, Lily and George. Together, they enjoy spending time as a family and traveling to warm, scenic destinations. Passionate about her community, McInerney is involved with the Academy of the Sacred Heart, is an active member of Oakland Hills Country Club, and enjoys spending time at M1 Concourse.
Investing involves risk. There is always the potential of losing money when you invest in securities. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Investment products: Are Not FDIC Insured, Are Not Bank Guaranteed, May Lose Value. © 2025 Bank of America Corporation. All rights reserved. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
|
|
|
|
|
|
