Lisa McGarvey is a lead client relationship manager in Retirement Plan Services Client Services. She is a vice president of T. Rowe Price Retirement Plan Services, Inc.
Lisa’s industry experience began in 1984, and she has been with T. Rowe Price since 1999, beginning in Retirement Plan Services Participant Communications. Prior to this, Lisa was employed by Asset Management and Timing Services in the area of wealth management. Lisa also was employed by American Express, specializing in investor support, wirehouse operations, and brokerage training.
Lisa earned a B.S. in anthropology from the University of Colorado. She also has earned the Claritas® Investment Certificate from the CFA Institute and completed the ASPPA Retirement Plan Fundamentals certificate. Lisa is a Series 6, 7, 63, and 66 registered representative.
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