Lisa Matthews

Lisa M. Matthews
Wealth Advisor Truist Bank

150 S US Highway 1

4th Floor,

Jupiter, FL 33477-5116

About me

Background

I am a Wealth Advisor with Truist Wealth, offering affluent clients over 27 years of comprehensive private wealth management experience and a breadth of knowledge and understanding of today's complex financial services market. I’m supported by a team of seasoned professionals in financial planning, credit, and estate strategies.

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I 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

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

Personal Interests

I am a supporter of the American Heritage School, Youth Automotive Training Center and the United Way of Palm Beach County Leadership Giving to name a few. In my free time I spend time with my 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

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

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