Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Lisa Olinger, C(k)P®, CRPS®, CPFA
Senior Financial Advisor
First Vice President
Senior Portfolio Advisor
Retirement Benefits Consultant
Lisa has worked in the financial services industry for 29 years joining Merrill as a Financial Advisor in 2006. She serves as an Essential Resource to a select group of businesses and families. Her services are closely aligned with client goals and go beyond the single dimension of investments.
For over two decades, Lisa has focused on the design, implementation and evaluation of retirement plans for businesses. In addition to the work she does with plan sponsors, Lisa guides individuals to and through retirement by identifying effective strategies in the areas of retirement income planning, portfolio construction and investment management.
Lisa has a Bachelor of Arts degree from the University of Colorado at Boulder. She earned her Chartered Retirement Plans Specialist℠ designation through the College for Financial Planning and her Certified 401(k) Professional designation through The Retirement Advisor University. Lisa holds her Certified Plan Fiduciary Advisor (CPFA) designation through the National Association of Plan Advisors. She was recognized by Financial Times Magazine in the 2015 inaugural “FT 401 Retirement Plan Advisors” list.
*The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times (May, 2015). The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
*CRPS® and Chartered Retirement Plans Specialist℠ are registered service marks of the College for Financial Planning.
*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.
George Washington High School
University of Colorado System
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.