Lisa Main , CFP®, CTFA, CAP

Vice President Client Manager Truist Bank

Background

Lisa Main is a Client Manager within Truist Wealth’s Institutional Investment and Advisory Services group, where she works with nonprofit organizations, private foundations, and charitable trusts to support their administrative and fiduciary objectives. She joined Truist in February 2020 and has a diverse background in wealth management, banking, and fiduciary services.

Before joining Truist, Lisa served as both an account manager and operations manager at a specialty advisory firm, where she administered estate and business succession planning strategies. She also has experience with planned giving tools, including administering charitable gift annuities and managing endowment funds. Her earlier experience includes roles in retail banking and operations, providing her with a strong foundation in client service and financial management.

Lisa is a graduate of Mercer University and is committed to continuous learning and professional excellence. She holds several industry designations, including Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner™ (CFP^®), and Chartered Advisor in Philanthropy (CAP^®).

Active in her community, Lisa is a member of the Georgia Planned Giving Council and serves on the Board of PFLAG Sandy Springs. She enjoys giving back through volunteer service and is passionate about supporting inclusive and community-focused initiatives.

Lisa resides in Atlanta, Georgia, with her husband and their dogs. She and her husband are founding members of Atlanta United FC. In her free time, she enjoys traveling, spending time with family, and especially cherishes time with her grandchildren. 

Education

Personal Interests

• LinkedIn