Lisa’s approach to wealth management is consultative and customized to a client’s financial needs. Through goals-based planning and wealth management, Lisa builds client relationships by taking time to listen. She uses her experience and sensitivity to apply a standard of practice which deploys suitable resources at a client’s point of necessity, in line with their financial plan. Using the tremendous resources of Merrill Lynch, she expresses her professional knowledge to guide which wealth management methods should be applied at each stage of a client’s age and wealth toward their goals. Her focus is developing strategies and recommendations for affluent individuals, their families, and their businesses to help them meet their short and long term financial goals.
Lisa has been in the financial services industry since 1989. After holding the position of investments trader for a large bank trust department, she became a financial advisor in 1995. She joined Bank of America Merrill Lync