Lisa Seigel is a Senior Vice President and International Wealth Advisor at Merrill Lynch Wealth Management.
Lisa completed executive studies at the Yale School of Management to hold the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ (The Institute), as well as holds the Series 7, 63, and 65 FINRA registrations and 215 license.
Lisa has over 20 years experience in the financial services industry across several professional capacities. Her financial services career began in 1995 at Prudential Securities as an international financial advisor working with corporate pension plans, C suite executives, ultra high net worth families. Lisa joined Merrill in 2002, transitioning her focus to intergenerational family wealth management and structuring.
Lisa has dedicated herself to thoroughly understanding the priorities of high net worth individuals and families, providing them with personalized attention and a disciplined and customized investment process. Lisa resides in Coral Gables Florida with her husband David and daughter Ashlee.
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.
