NTSA congratulates NTSA 2021 Elite Advisor Lisa Tursi, AIF ®, CRES, for her outstanding, unique accomplishments. Tursi works with Clifford & Rano, Worchester, MA and practices through NTSA Strategic Partner Lincoln Investment; and serves more than 900 participants in 74 school districts. She had about $75 million in retirement assets under advisement at the time of the award.
For more than 26 years, Lisa Tursi has been a well-respected financial advisor. She began her career working in the k-14 marketplace and serviced 403(b) plans. However, over the years she has evolved her work into a full financial planning practice with a dedicated support team. Lisa is passionate about financial planning and most importantly, keeps pace with the evolving standards, laws, products, and practices in the financial and investment worlds.
“I continue to be a resource for the 403(b) / 457(b) marketplace, providing education through innovative and creative ways. By advising key members of school departments and city employees, I continue to strengthen their knowledge about the importance of 403(b) / 457(b) and provide hands-on training and support. I am honored to be asked every year to speak at new hire meetings and employee professional development days for the public school departments in several states. Our educators play such an influential role in our community and yet they have little access or time to gather valuable information about the unique options they have for retirement planning.”
“She has been a strong advocate in the 403(b) / 457(b) marketplace in Massachusetts when MA tried to go to a single automatic enrollment vendor for 457(b)s and the new MA fiduciary rule. She has strong leadership skills and has been instrumental in MA lobbying and advocating.”
Tursi serves on the NTSA 2023 Elite Advisor Awards Judging Committee, and was active with the NTSA 2022 Summit Advisor Workshops planning, co-chairing the “Fast and Furious” session.
2023 Elite Advisors
Note that Nominations for the NTSA 2023 Elite Advisor Awards are now open in this third quarter. Think about who might be considered to be the ‘best of the best’ NTSA member financial advisors to nominate. Nominate using this form: http://www.research.net/r/NTSA2023EAANominate. The NTSA 2023 Terms & Conditions are available at https://www.ntsa-net.org/sites/ntsa-net.org/files/2022_EA_T_and_C_1.10.2021.pdf. Nominations are due by August 8, 2022.
Be sure to join NTSA Elite Advisors at the NTSA 2023 Summit at the Grand Hyatt in Tampa, FL Feb. 26–28, 2023.
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