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 Wealth Management. Lisa brings more than 29 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 planning, 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 monitors the success of a clients’ 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 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.
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
Our experts examine the forces that are changing the world – and how they may impact your life
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.