Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Lisa Huey, CRPC® , CPFA
Assistant Vice President
Senior Financial Advisor
Senior Portfolio Advisor
A relationship-oriented wealth management approach has been the cornerstone of Lisa's business since she joined Merrill Lynch Wealth Management in 2011. For Lisa, providing genuine attention and goals-based strategies are key ingredients in helping to create positive outcomes for high-net-worth clients and families – many who followed her to the firm.
Previously, Lisa worked for 18 years at Piper Jaffray as an investment banker in Public Finance and becoming the Managing Director of its Health Care/501(c)3 practice.
Lisa has long believed in the value of educating clients and is a lifetime learner, herself. She holds the Chartered Retirement Planning Counselor designation and a Certified Plan Fiduciary Advisor designation. Lisa also completed course work toward a PhD in Business Administration, after “graduating twice” from the University of Iowa with a Bachelor of Business Administration degree and a Masters of Arts in Business Administration.
Outside of the office, Lisa enjoys playing golf and fly-fishing (just not at the same time). She also generously supports organizations including the YWCA of Minneapolis, University of Minnesota Women's Athletics, Stevens Square Foundation, Team Women and Friends of NgongRoad (in which she sponsors the education of two children in Kenya). Lisa is also a mentor in the University of Minnesota in the Women Invested in Leadership and Learning program.
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
University of Iowa
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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.
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.