Lynnfield native and local Merrill Lynch Wealth Management Financial Advisor Lisa Kautz was recently named to the 2025 Forbes “America’s Top Women Wealth Advisors” and 2025 Forbes “Top Women Wealth Advisors Best-in-State” lists.
Kautz lives in Leeds, Mass. and Naples, Fla. She received her BA in education from the University of Massachusetts, Amherst, and her MBA from Simmons University. She is a senior vice president, Wealth Management Advisor at her firm, Lisa Kautz & Associates, in Wellesley.
This is Kautz’s second time being named for this honor.
Merrill holds the No. 1 position with 25 total advisors recognized on the Forbes “America’s Top Women Wealth Advisors” list. Additionally, Merrill has 15 advisors recognized as No. 1 in Massachusetts..
