Lisa Yarborough

Lisa H. Yarborough, CFP®
Wealth Advisor Truist Bank

1414 Raleigh Rd.

Suite 130,

Chapel Hill, NC 27517-8829

About me

Background

Lisa Yarborough is a Wealth Advisor with Truist Bank, and a CERTIFIED FINANCIAL PLANNER™ professional, offering clients more than 30 years of comprehensive wealth management experience with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies.

Lisa holds herself accountable to recommend strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep experience of her team of specialists, but by her highly attentive service and coordination of resources. She takes the time to talk to, learn about and understand the critical aspects of a client’s financial life so that she can assess the interaction and far-reaching impact of their multiple objectives. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
University of North Carolina at Chapel Hill 1987
Graduate School of Banking
LSU 2003

Personal Interests

A native of Durham, NC, Lisa earned her B.A. from the University of North Carolina at Chapel Hill and an M.A. in banking from LSU. 
Lisa's leadership and community board roles include: past board chair of The Greater Durham Chamber of Commerce, past board chair of Caring House, Inc., and past administrative board chair of Duke Memorial United Methodist Church. She has served in executive board positions with South West Durham Rotary, the Junior League of Durham and Orange Counties, Girl Scouts of North Carolina Coastal Pines. Additionally, she has served on the business advisory council for the Durham Public Schools.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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