This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

Lisa Featherngill, Managing Director Of Planning For Abbot Downing (Photo: Business Wire)

Lisa Featherngill, a Certified Public Accountant and Certified Financial Planner with 25 years of experience in tax and financial planning, has been named Managing Director of Planning for Abbot Downing. Abbot Downing combines two existing Wells Fargo businesses, Wells Fargo Family Wealth and Lowry Hill, to be rebranded in April, to serve the ultra high net worth market.

Lisa Featherngill, Managing Director of Planning for Abbot Downing (Photo: Business Wire)

Lisa Featherngill, Managing Director of Planning for Abbot Downing (Photo: Business Wire)

In addition to Financial Planning, Featherngill also leads Financial Administration, including services such as financial reporting and cash management. She reports to Anthony McEahern, head of Wealth Planning.

“Lisa is a highly credentialed leader who will help us increase our focus on multigenerational planning in the ultra high net worth market,” McEahern said. “She and her team will focus on traditional wealth planning, such as cash flow, investments, and wealth transfer. They also will partner closely with our Family Dynamics team to deliver on more qualitative issues such as legacy planning, family governance, decision making and family wealth education.”

Since joining Wells Fargo, Featherngill has worked as the Director of Wealth Planning for the Carolinas and Mid-Atlantic offices. A member of the American Institute of CPAs, she earned the Personal Financial Specialist designation and now chairs the PFS Credential Committee. Lisa will continue to be based in Winston-Salem.

Featherngill joined First Union in 1996 as Regional Managing Director for the wealth management Financial Planning Group. Prior to joining First Union, Lisa worked 11 years at Arthur Andersen, where she was a senior manager in the Washington, D.C., Metro Area Personal Financial Planning and Family Wealth Planning practices.

Featherngill is a graduate of George Mason University. She serves on the board of the Winston-Salem Estate Planning Council, board of managers for the Jerry Long YMCA of Northwest North Carolina and is a member of the United Way Women’s Leadership Council of Forsyth County.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG

Markets

DOW 17,678.23 -40.31 -0.23%
S&P 500 2,056.15 -4.90 -0.24%
NASDAQ 4,863.3620 -13.1570 -0.27%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs