Wellesley Financial Group

Lisa A. Gambardella

Operations Director

Lisa joined Wellesley Financial Group in 1989 as an Administrative Associate, working with our clients and Financial Representatives, after leaving a position as a corporate Purchasing Agent for a national long-term care organization.

Her current role as part of the Management Team involves working directly with our President, Richard Poitras, Financial Representatives, and the supervision of 13 Administrative Associates. She is responsible for overseeing the systems relating to finance, accounting, technology, and new business for both insurance and equities.

Lisa enjoys travel, spending time with her nephew, and is co-founder of a glass bead jewelry business, Be Spangled.

110 Cedar Street Wellesley Hills, MA 02481 | phone: 781-237-1720 | fax: 781-237-2652

Wellesley Financial Group & Insurance Agency, 110 Cedar Street Wellesley Hills, MA 02481 . Tel: 781-237-1720

Securities products and services through Park Avenue Securities LLC (PAS) Wellesley Financial Group & Insurance Agency, 110 Cedar Street Wellesley Hills, MA 02481 781-237-1720. PAS is an indirect wholly-owned subsidiary of The Guardian Life Insurance Company of America, New York, NY. Wellesley Financial Group & Insurance Agency is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member of FINRA/SIPC.

The Registered Representative is securities licensed in Massachusetts, and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from and resident outside these specified states.

The financial representatives and registered representatives of Wellesley Financial Group & Insurance Agency are not licensed to sell insurance and registered to sell securities in all 50 states. To find out if an agent is licensed and registered in your state, please contact Lisa A. Gambardella.

The information or opinions contained in this Internet site should not be construed by any consumer and or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and or prospective client reside. Any subsequent direct communication with a consumer and or prospective client shall only be conducted with a representative that is registered in the state where the consumer and or prospective client reside.

Guardian, its subsidiaries, agents or employees do not give tax or legal advice.

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