Lisa Miller

Assistant Vice President, Senior Financial Advisor

5951 La Sendita Bldg A
Rancho Santa Fe, CA 92067
858.381.8990
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Lisa Miller has more than 12 years’ experience in the financial service industries and joined Merrill Lynch Wealth Management in 2016. She holds the Certified Divorce Financial Analyst certification and is passionate about helping women in transition. After listening in order to gain a clear understanding of each individuals unique situation, she and her team focus on developing tailored strategies for clients, their families and their businesses to help them pursue short and long term financial goals. Committed to collaboration, with the client's permission, Lisa can work closely with each client's attorney, accountant and other advisors to help him/her offer financial advice and guidance that complements their overall situation.



I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Lisa L Miller is registered to do business in AZ, CA, CO, CT, FL, IA, ID, IL, KY, MA, MN, MO, NC, NJ, NV, NY, OR, TN, TX, VA, WA, WI, WY.