Lisamarie Balco

Lisa brings more than 12 years of experience in estate care collections, client relationship management, and private wealth case management. Throughout her career, she has supported high-net-worth clients while delivering exceptional service and operational support.

Lisa has earned numerous industry recognitions for performance, service and professional contributions throughout her career. At Precision Wealth Partners, Lisa serves as a Client Service Associate, helping support daily operations and providing responsive, detail-oriented client service as part of the PWP team.

Originally from Wallingford, PA, Lisa now resides in Wilmington, DE, with her husband of 11 years, their four children, and two dogs. Outside of work, she enjoys drawing, arts and crafts, reading, and spending time in nature.