Lisa Seigel
Lisa Seigel is a Senior Vice President and International Wealth Advisor at Merrill. She was born and raised in Chile.
With over 20 years of experience in the financial services industry, Lisa began her career at Prudential Securities in 1995, working with pension plans, corporate executives, and high-net-worth families. She joined Merrill in 2002, shifting her focus to intergenerational family wealth management and structuring.
Lisa is dedicated to thoroughly understanding the priorities of high-net-worth individuals and families, providing personalized attention through a disciplined and customized investment process. She has earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™, and holds the Series 7, 63, and 65 FINRA registrations as well as the 215 Insurance license.
Lisa resides in Coral Gables, Florida, with her husband, David, and daughter, Ashlee.
I believe that meaningful financial guidance starts with understanding what matters most to you. Whether you're planning for your family's future, managing complex wealth, or fufilling lifelong dreams, I'm here to help you build a strategy that reflects your values and goals.
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.
