Lisa Thomas
,
Senior Vice President, Wealth Management Advisor
NMLS #620677
3700 N Capital Of Texas Hwy
Austin, TX 78746
512.795.2502
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Recognition
Forbes "America"s Top Women Wealth Advisors", 2021
(Published on March 24, 2021. Rankings based on data as of Sept 30, 2020.)
Working Mother/SHOOK Research's "Top Wealth Advisor Moms", 2021
(Published on October 12, 2021. Rankings based on data as of Mar 31, 2021.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2022
(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Gina Fulgencio
Wealth Management Banking Specialist
Daniel Scalley
Wealth Strategies Advisor
Erron G Wilson
Senior Wealth Management Lending Officer
NMLS #620175
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Lisa Thomas is registered to do business in AL, AZ, CA, CO, DC, FL, GA, IA, IL, KY, MA, MI, MT, NC, NE, NJ, NM, NV, NY, OR, TN, TX, VA, VT, WA, WI.