As Head of Wealth Management for Wilmington Trust, Lisa leads a team of experienced professionals who provide comprehensive wealth management advice across the areas of wealth planning, investment management, trust and estate services, private banking and family office solutions. Clients include affluent, high-net-worth and ultra high-net-worth individuals and families, business owners, foundations and endowments.

Lisa’s team works with clients and their advisors to help them meet their current needs and plan for their long-term objectives.

Lisa joined Wilmington Trust as Head of U.S. Markets in 2023 during which time she led each of the Wealth Management regions in their quest to provide comprehensive wealth management advice to the clients they serve. Prior to joining Wilmington Trust, Lisa worked for Union Bank where she served as Head of Community Banking and Head of Private Wealth Management. Overall, Lisa has over 30 years of financial service experience, including leadership positions with Citi Private Bank, Bank of America, and Wells Fargo Private Bank.

During her time in California, Lisa was named one of the Area’s “Most Influential Women in Business” by the San Francisco Business Times in 2015, 2018, and 2019.

Lisa holds an MBA from Capital University in Columbus, Ohio and a bachelor’s degree in finance from Indiana University Bloomington.

UMB Financial Corporation is a fourth-generation-led bank providing the financial services of a national bank with the customer focus of a community bank. We build solutions tailored specifically to the needs of our customers and our agile structure delivers more – more time, more efficiency and more connection.

Our company boilerplate is: U.S. Bancorp, with approximately 70,000 employees and $676 billion in assets as of March 31, 2025, is the parent company of U.S. Bank National Association. Headquartered in Minneapolis, the company serves millions of customers locally, nationally and globally through a diversified mix of businesses including consumer banking, business banking, commercial banking, institutional banking, payments and wealth management. U.S. Bancorp has been recognized for its approach to digital innovation, community partnerships and customer service, including being named one of the 2025 World’s Most Ethical Companies and one of Fortune’s most admired superregional banks.

Regions Financial Corporation (NYSE:RF) is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates approximately 1,250 banking offices and more than 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

Synovus Bank, a Georgia-chartered, FDIC-insured bank, provides commercial and consumer banking in addition to a full suite of specialized products and services, including wealth services, treasury management, mortgage services, premium finance, asset-based lending, structured lending, capital markets and international banking. Synovus has branches in Georgia, Alabama, Florida, South Carolina and Tennessee.

Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist is a top-10 commercial bank with leading market share in many high-growth markets in the U.S. and offers a wide range of products and services through its wholesale and consumer businesses.

Wilmington Trust is a leading provider of wealth and institutional services and is a part of M&T Bank Corp. It specializes in an array of personal trust, planning, fiduciary, asset management, private banking and family office services for individuals, businesses and families. Its tailored investment solutions serve clients in the U.S. and globally.