Marcia Lisboa

With more than 18 years of experience in the financial industry, I began my career at Bank of America, where I advised and managed commercial clients. Today, I am part of the Wilson Heeg Lisboa Wealth Management Group, and I take pride in being one of the select professionals at Merrill who advise international clients.
My experience lies in working with families, individuals, and corporations, focusing on wealth preservation, succession planning, and structuring thoughtful tax strategies. Together with a highly qualified team of professionals, I help safeguard, optimize, and grow wealth across jurisdictions.
I am fluent in English, Portuguese, and Spanish, with working knowledge of Italian. This multilingual ability allows me to communicate effectively with clients on complex financial matters, helping to give them the comfort and confidence to address their long-term goals.
Passionate about helping people succeed, I have dedicated my career to guiding clients with care and commitment.
On a personal note, I have been married for 34 years and am the proud mother of two daughters. As a family, we share a love for travel and exploring different cultures. Boating is one of our favorite hobbies, and we enjoy spending time together on the water whenever possible.