ABOUT LisaLisa is senior vice president and private client wealth advisor with Commerce Trust. She serves as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management.
Lisa facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. She has more than 18 years of experience in working with other team members and outside advisors to provide estate and tax planning advice and education for multi-generational families.
Lisa joined Commerce Trust after a distinguished career as a senior relationship manager. She advised significant client relationships, oversaw personal trust and fiduciary administration, and provided credit and banking solutions to meet the needs of high net worth families. Previously, Lisa taught Spanish as a language instructor at St. Louis Community College and Washington University in St. Louis.
Lisa earned Bachelor of Arts degrees in Spanish and political theory from Michigan State University and a Master of Arts degree in Hispanic language and literature from Washington University in St. Louis.