With more than 15 years spent at Merrill and Bank of America, Lisa has attracted a diverse clientele of men and women she admires for their accomplishments and values.” Like her, they are not extravagant. Instead, she serves successful, forward-thinking individuals and generations of their families in the greater Middle Tennessee area and across the U.S.

Many of Lisa’s clients are active and retired physicians, educators and senior-level executives (including those working in the technology field). In addition to rewarding retirement lifestyles and other goals, Lisa is committed to helping these clients plan and prepare for likely (and unlikely) circumstances.

“Clients underestimate risk in their lives,” Lisa says. “They may have millions of dollars but lack a basic will or adequate types of insurance. Having worked in large corporations, I know that success is determined in great part by a Chief Financial Officer. I do everything possible to fulfill that role for my clients – handling anything with a dollar sign attached to it and giving clients advice on how to manage wise decisions.. Working with clients’ other advisors, I also coordinate efforts across tax-minimization and estate planning strategies.”

To gain a full appreciation of each client’s situation and ambitions, Lisa utilizes a planning-based approach that is ongoing, rather than a one-time event. Asking questions, she looks to identify goals and holes in their financial pictures, “What’s the purpose of your wealth? How do you handle debt? Who are you responsible for? Why have you come to me? And what role would you like me to play?”

With most clients focused on tax efficiencies, saving for retirement and generating retirement income, Lisa examines distinct aspects of their financial pictures and builds cohesive strategies that span investment and retirement planning, liability management, tax-minimization and estate planning strategies. She also walks clients through Social Security, Medicare and long-term care considerations.

When it comes to investments, Lisa’s customized strategies reflect each client’s situation and ambitions. Incorporating strategic and tactical asset allocation guidance from the Chief Investment Office, she leverages the depth and flexibility of Merrill’s investment platform to help achieve an efficient portfolio return that can seeks to minimize volatility and a desirable risk-adjusted return. Analyzing metrics and the markets, she often uses various asset classes including equities, bonds and ETFs including fixed-income instruments to help them generate income in retirement.

Lisa encourages clients to think of her as a “one-stop” resource for everyday banking, credit and lending solutions. She is happy to handle details on behalf of clients – providing access to checking and savings accounts, credit cards, residential and securities-based lending through Bank of America, N.A.

“I want to help people rest easy with what’s ahead, so they can spend less time worrying and more time living,” Lisa explains.” Whenever possible, I educate clients. They don’t need to know every detail, but they deserve a higher level of understanding of ‘what and why’ we’re doing something.”

Lisa came to Merrill in 2008, after launching her financial career at Banc of America Investment Services in 2003. Previous to that, she enjoyed a career in technology – and AT&T Wireless and Compaq (before it was acquired by HP). Lisa holds a Bachelor’s degree in Computer Science from Pace University. Originally from New York City, Lisa is passionate about gourmet cooking, fine dining and playing plenty of tennis.



*Lisa Webb NMLS ID 898958*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of BofA Corp. This information should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.