Lisa Shaw, CPWA®, CEPA®, CRPC®
First Vice President, Wealth Management Advisor
Lisa is a First Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, and brings more than 34 years of investment and financial services experience. After holding the position of investments trader for a large bank trust department, she became a financial advisor in 1995. She joined Merrill Lynch Wealth Management in 2006. As a Certified Private Wealth Advisor® professional, Lisa possesses the level of detail needed to serve high-net-worth clients in advanced wealth management topics such as portfolio management, retirement planning, risk management, tax minimization, charitable and estate planning services, planning for closely held business owners, and planning for executives.
Lisa's approach to wealth management is consultative and customized to the client's financial needs. From individuals and families to business owners, executives and nonprofits, Lisa begins by understanding clients’ concerns and priorities, and then forms a strategy designed to give them confidence that they will realize the financial outcomes that matter for their lives. Through investment insights, Lisa provides clients access to some of the best financial strategies to help secure, improve and preserve investment assets, striving to ensure their lifestyles are never disrupted. With personalized attention, Lisa adds convenience to clients’ lives by facilitating credit and balance sheet management including banking, credit cards, mortgages, bill payment and custom lending. Through development of wealth transfer strategies to minimize taxes and transform charitable goals into meaningful action, Lisa works with clients to build giving strategies that align with their passion and purpose. With proactive and responsive service, Lisa reviews the success of a client's strategy and updates them as they desire. The result is a trusted and lasting relationship, with an approach that reflects the client’s unique values.
Lisa holds the Series 6, 7, 63, 65, and 66 FINRA registrations, and is a registered insurance agent. Lisa holds the Certified Private Wealth Advisor® designation, CPWA®, administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the University of Chicago Booth School of Business. Lisa also holds the Chartered Retirement Planning CounselorTM designation. Lisa is a 1989 graduate of Iowa State University with a BBA in finance. Lisa does not provide tax advice in her role at Merrill.
In addition to the time she spends with clients, Lisa spends her time with her family. Lisa also volunteers for her church and other organizations.
*Banking and Lending Services are through Bank of America, N.A. (NMLS#559255)
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.
