SunTrust Private Wealth Management - Senior Vice President, Client Advisor
Lisa Matthews is a Senior Vice President, Client Advisor with SunTrust Private Wealth Management. She has more than 24 years of comprehensive Private Wealth Management experience. She offers affluent clients a breadth of knowledge and understanding of today’s complex financial services market. Lisa is a native of South Florida and graduated Magna Cum Laude from Nova Southeastern University with a Masters in Business Administration and Sigma Beta Delta from Florida Atlantic University with Bachelors in Finance. Lisa takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that she can assess the interaction of multiple objectives and the far-reaching implication they can have on each other. She is supported by a team of seasoned professionals in banking, investment management, financial planning, credit, and estate strategies.
Lisa actively supports the communities in which she works and lives. She is a supporter of The Kravis Center, Autism Speaks, Youth Automotive Training Center, United Way of Palm Beach County Leadership Giving, Central Palm Beach Chamber of Commerce to name a few. Lisa spends her free time with her husband, Dan and daughter Sophia.
SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients — by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.
Securities and Investment Products are not FDIC Insured • There is no Bank Guarantee • May Lose Value
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