Background
Monalisa Disaverio is a Wealth Advisor at Truist, bringing more than two decades of experience in Commercial Banking to her work with clients. Throughout her 20-year career, she has strived to develop strong, meaningful relationships grounded in trust, transparency, and an unwavering focus on her clients’ best interests. Her hope is that client value her insight, honesty, and her ability to translate complex financial topics into clear, actionable guidance.
Over the years, Monalisa found that what mattered most to her wasn’t just managing transactions — it was helping people make well informed decisions about their financial futures. That passion led her to make a transformative shift into Wealth Management, where she could apply the relationship driven approach that defined her banking career to broader and more personal financial conversations.
In her Wealth Advisor role, she partners with individuals and families across all stages of life, providing thoughtful guidance on wealth planning, investment strategy, and long term financial wellness. Monalisa’s background gives her a unique perspective: she understands the financial landscape from both a business and personal lens, and she brings that depth to every client relationship.
She seeks to help clients feel understood, supported, and prepared with financial well-being for the future.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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