Lisa Meluch, CRPC®
Business Development Officer
Lisa Meluch is a CHARTERED RETIREMENT PLANNING COUNSELOR℠ and Business Development Officer at Strategic Wealth Partners. She is responsible for developing strategic partnerships with external professionals and introducing prospective clients to SWP’s comprehensive service offering. Her goal is to thoroughly understand every client’s unique financial priorities so that she may earn their trust.
Additionally, Lisa works with firm leadership to build innovative marketing strategies to further enhance the Strategic Wealth Partners brand and position in the community. This includes implementing new tactics to ensure the team is attaining maximum results from its marketing efforts.
Lisa’s high attention to detail and discretion of private client matters is what maintains our strong reputation of luxury and confidentiality of our Private Client Group.
Lisa earned her B.A. in Journalism and Promotional Communication from Cleveland State University, with a concentration in Advertising. Currently, Lisa is working on her Digital Marketing Certification through Duke University Continuing Studies.
She currently resides in Brecksville, Ohio where she spends her free time enjoying cooking, traveling, golf, and yoga.