Lisa is responsible for serving and advising individuals and their families, business owners, executives, foundations, and endowments at Washington Trust Wealth Management. She works with clients and their advisors to develop financial solutions and planning strategies utilizing Washington Trust Wealth Management’s comprehensive suite of services, including investment management, financial planning, trust and estate planning, as well as the Bank’s deposit and lending services.
Lisa has more than 10 years of experience in the financial industry, serving primarily in commercial banking, relationship management, and private banking roles. Prior to joining Washington Trust, Lisa served as a Senior Vice President Private Client Manager at Bank of America.
Lisa holds an MBA and bachelor’s degree from the University of Connecticut.
A Massachusetts resident, Lisa is active in her community. She is a former Board Member with the Greater Boston Chamber of Commerce Women’s Network Advisory Board, as well as with the American Cancer Society Hope Lodge Fundraising Board. She is an avid supporter of both the Greater Boston Food Bank and Cradles to Crayons.
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