Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Lisa Huey, CRPC® , CPFA
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
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 Lending Officer
Bank of America, N.A.
Alternative Investments Regional Specialist
Bank of America, N.A.
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 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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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 will work to help you stay on track, regardless of what the markets are doing.
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.