Lisa Boris,
CRPC®
Senior Premier Advisor
711 First Colonial Road
Virginia Beach,, VA 23451-6123
About me
Background
I am a Senior Premier Advisor and Chartered Retirement Planning Counselor (CRPC®) with more than 25 years of experience in financial services. Since 1995, I have helped clients take a comprehensive, holistic, and strategic approach to financial planning— helping to deliver customized solutions supported by active relationship and risk management.
My passion for helping others led me to a career in banking, where I focus on helping to empower clients throughout their financial journey. I find it especially rewarding to build deep, trusted relationships and to help clients achieve both their short- and long- term goals. Each day, my priority is to put clients first by providing high touch service, thoughtful, in-depth conversations, and the effective use of technology.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Education
Personal interests
Outside of work, I enjoy spending time with family and friends, relaxing on the beach and watching college basketball.
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
