Women & Financial Wellness: Beyond the Bottom Line
Women have come a long way personally, professionally and financially, but when it comes to finances, there’s still considerable work to be done to level the playing field. We will celebrate the progress made, deeply examine the specific financial challenges women face across their lifetimes, and offer potential solutions and actions for funding the present and future.
About the presenter:
Lisa Shaw, CPWA®, CRPC®, Vice President, Wealth Management Advisor
Lisa is a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, with 31 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 investment 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 wealth management banking 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 monitors the success of a client's strategy and updates them as they desire. The result is a trusted and lasting relationship, an approach that reflects the client's unique values, and outcomes that matter for their lives.