Marcia Lisboa provides a comprehensive approach to managing wealth that begins with getting to know the clients and their families, their financial situation and what matters to them the most.
Marcia is driven by passion for delivering excellent service and helping clients pursue their goals. After over 15 years of building a very strong relationship with her clients at Bank of America, Marcia joined Merrill Lynch Wealth Management in January 2022 to continue helping her clients in every aspect of their lives. Today her focus is on serving the international clientele. Marcia received her bachelor's degree in Accounting from UNISO in Sao Paulo/Brazil, she is fluent in English, Portuguese, Spanish and has basic knowledge of Italian.
Marcia and her husband Alex have been married for 30 years and have 2 girls. They enjoy boating and traveling.
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.
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.
