Lisa Seigel

Lisa Seigel, CIMA® is a Managing Director and International Wealth Advisor with Merrill, specializing in the complex needs of ultra-high-net-worth families, business owners, executives and multigenerational households with international financial interests. Born and raised in Chile, she brings more than three decades of experience helping clients preserve, grow, and transfer wealth across generations.

Since joining Merrill in 2002, Lisa has focused on delivering sophisticated wealth management strategies that integrate investment management, cross-border planning, liquidity solutions, family governance, and legacy planning. Her approach is highly personalized, grounded in a deep understanding of each family's objectives, values, and long-term vision.

Lisa holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute® and maintains Series 7, 63 and 65 FINRA registrations, as well as a 215 Insurance License.

Her industry recognition includes being named to the Forbes Top Women Wealth Advisors Best-in-State list in 2026, 2025, 2024, 2023 and 2022 (Published annually in February. Rankings based on data as of June 30-Sept 30 of prior year) as well as the Forbes | SHOOK® Best-in-State Wealth Advisors list in 2026, 2025, 2024, 2023, 2022 and 2019 (Published annually Jan - April. Rankings based on data as of June 30 of prior year). She was also recognized on the Forbes Top Women Wealth Advisors list in 2021( Published on March 24, 2021. Rankings based on data as of Sept 30, 2020) and the Working Mother Top Wealth Advisor Moms list in 2021, 2020 and 2019 (Published annually Sept - Oct. Rankings based on data as of Mar 31 of current year).

Lisa is supported by a dedicated team that includes Business Manager Pedro Montoya, Wealth Management Client Associates Kevin Laipcigier and Zunjaila Salazar, and fellow International Wealth Advisor Maribel Maldonado. Together, they provide a coordinated and highly personalized experience for affluent families with complex financial needs.

<sub>2021 Forbes “America’s Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes | SHOOK® “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list. Opinions provided by SHOOK® Research, LLC considered women advisors with children living at home under 21 years of age and is based on telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and do not guarantee investment success or higher level of performance results and not an endorsement of the advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.</sub>