Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Lisa Shaw, CPWA®, CRPC®
Vice President, Wealth Management Advisor
Certified Private Wealth Advisor®
Chartered Retirement Planning CounselorSM
Lisa is a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. Lisa brings more than 30 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 banking, credit cards, mortgages, bill payment 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 reviews the success of a client's strategy and updates them as they desire. The result is a trusted and lasting relationship, with an approach that reflects the client’s unique values.
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 CounselorSM 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.
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
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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
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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.