Lisa Benton Financial Advisor CFP®, QPFC at Morgan Stanley
What do you want women to know about taking control of their financial future?
With the right guidance, every woman has the potential to shape her financial future. My role is to provide clarity, guidance, and a holistic plan so she confidently makes decisions that reflect her goals and values. Together, we can explore the full picture, from investments and retirement planning to helping plan for her family’s future and building generational wealth. Financial strength is not just about numbers, it’s about the freedom, choice and living life on your terms. When women feel informed and supported, they do not just feel confident in their future, they can help elevate their world and the generations who follow.
What do you love most about your work?
What I love most about my work is my clients, they inspire me every day. I have the privilege of guiding individual and business owners through complex financial decisions, supported by a firm and a highly skilled team that provide top- tier resources to make the process seamless. Seeing their lives and business thrive and knowing that supporting them strengthens the San Antonio community makes this working deeply meaningful.
What credentials or experience do you bring to managing complex financial needs?
I bring a combination of credentials and real-world experience to guide families, executives, and business owners through financial decisions. I’m a CERITIFED FINANCIAL PLANNER® professional with a master’s degree that deepened my knowledge in managing complex wealth strategies, and I hold a Qualified Plan Financial Consultant designation, specializing in corporate retirement planning. I have seen countless scenarios that require practical solutions, from helping a business owner build and transition their company to supporting families with estate planning and generational wealth.
I am passionate in helping clients navigate complex financial decisions.
The Abeyta Benton Childress & Sanders Group at Morgan Stanley
7600 Broadway Ste 100 San Antonio. TX 78209
(210) 277-4444 | advisor.morganstanley.com/the-abeyta-benton-childress-sanders-group
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. | Morgan Stanley Smith Barney LLC. Member SIPC. | CRC 5032535 12/25
Lisa Benton is a Financial Advisor with the Global Wealth Management Division of Morgan Stanley in San Antonio, TX. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of Morgan Stanley Smith Barney LLC, Member SIPC, or its affiliates.
