Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Lisa Shaw, CPWA®, CRPC®, Vice President, Wealth Management Advisor
Lisa is a Vice President and Wealth Management Advisor at Merrill Lynch. Lisa brings more than 28 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 Bank of America Merrill Lynch 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 planning, charitable and estate planning services, planning for closely held business owners, behavioral finance, and planning for executives.
Lisa's approach to wealth management is consultative and customized to the client's financial needs. Lisa expresses her professional knowledge to guide which wealth management methods should be applied at each stage of a client's life cycle. Lisa’s access to the investment insights and tremendous resources of Merrill Lynch, and banking convenience of Bank of America, helps address the various aspects of clients’ financial lives. High-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic wealth management planning background. As a Certified Private Wealth Advisor® professional, Lisa identifies and analyzes challenges high-net-worth individuals face, developing specific strategies that are designed to monetize and preserve assets, minimize taxes, maximize growth, and transfer wealth for affluent individuals, their families, and their businesses. Lisa strives to deliver proactive and responsive service while helping clients pursue their goals.
Lisa holds the Series 6, 7, 63, 65, and 66 FINRA registrations, and is a registered insurance agent. Lisa holds the Certified Private Wealth Advisor® designation (CPWA®), administered by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the University of Chicago Booth School of Business. Lisa also holds the Chartered Retirement Planning Counselor designation. Lisa is a 1989 graduate of Iowa State University with a BBA in finance. Lisa does not provide tax advice in her role at Merrill Lynch.
In addition to the time she spends with clients, Lisa spends her time with her family. Lisa also volunteers for her church, and helps with her children’s school and extracurricular activities. She lives in Kansas City with her husband and four children.
The University of Chicago Booth School of Business
London School of Economics
The University of London
Iowa State University
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
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.