AIF®, CPFA®
Marsh McLennan Agency – New England
Marsh McLennan Agency (MMA) provides public and private companies with risk management and employee benefit support that helps them flourish. MMA is currently the 7th largest insurance broker in the United States with annualized revenues of approximately $2 billion. As a Vice President of Retirement Services, Lisa works with organizations’ finance, human resources, and benefits groups to assist with all aspects of their retirement plans including fiduciary guidance and training, plan design, fee analysis and benchmarking, vendor management, investment selection and monitoring, compliance, as well as participant communication, education and financial well-being strategies. Lisa has a degree in Business Management from the University of Massachusetts. She obtained the Accredited Investment Fiduciary (AIF) and Certified Plan Financial Advisor (CPFA) designations, and currently holds FINRA Series 6 and 63 licenses. Lisa has been named one of the National Association of Plan Advisors (NAPA) Top Women Advisors for 2018, 2019, 2020, and 2021 and is a member of NAPA’s 401(k) Summit Steering Committee.
https://www.marshmma.com/directory/lisa-buffington
(860) 324-9909
Boston, MA
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