Lisa Matthews

Lisa M. Matthews
Senior Vice President Wealth Advisor Truist Bank

150 S US Highway 1

4th Floor,

Jupiter, FL 33477-5116

Lisa.M.Matthews@Truist.com

Phone 561-972-9340

Fax 1-844-403-3988

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About me

Background

As a Wealth Advisor with over 29 years of experience, Lisa Matthews is committed to helping high net worth clients and their families with their complex needs. She takes the time to talk with, learn about and understand the critical aspects of her client’s life so she can assess their needs and multiple objectives. Through a holistic approach, she helps her clients plan for today, tomorrow and the future. She loves what she does and is surrounded by others who share the same mentality.  

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

MBA
Nova Southeastern University 1996 1997
BA - Finance
Florida Atlantic University 1994 1996

Personal Interests

Lisa is a past President and board member for the East Coast Estate Planning Council and Corporate Board for the Kravis Center of the Performing Arts. She is a supporter of the American Heritage School, Youth Automotive Training Center and the United Way of Palm Beach County Leadership Giving. In her free time, she spends time with her husband, Dan, and daughter, Sophia.

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

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

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

Locations

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