Planning, Family Dynamics and Education
Lisa R. Featherngill
Lisa Featherngill is the managing director of Wealth Planning. She leads a team of experienced and credentialed professionals who collaborate to align traditional planning services with clients’ values, priorities, and goals. She is responsible for a comprehensive suite of services, including our Abbot Downing Clarity Process, customized financial and wealth transfer planning, family education, and financial administration. Lisa’s team also manages day-to-day financial affairs for clients and provides information that helps guide future investment strategies.
Lisa has provided tax and financial planning services to affluent clients and families for almost 30 years. She previously was regional managing director for Wachovia’s Financial Planning Group, and spent the first 11 years of her career with Arthur Andersen where she was a senior manager of the personal financial planning and family wealth planning group.
After receiving a bachelor's degree in accounting from George Mason University in Fairfax, Virginia, Lisa became a Certified Public Accountant (CPA), a CFP® professional and earned the Personal Financial Specialist (PFS) designation from the American Institute of CPAs.
As a member of the American Institute of CPAs, Lisa has served on several committees and is currently a member of the Personal Financial Planning Executive Committee. She is also a member of the Novant Health Foundation Clemmons board. Lisa was named to Private Asset Management’s “50 Most Influential Women in Private Wealth” in 2016 and 2015 and George Mason University’s “Prominent Patriots” in 2015.
At home, Lisa and her husband are raising two growing boys.