At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
LISA K. GALLAGHER
Senior Vice President, Private Client Advisor
Professional Profile
Lisa Gallagher is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Sarasota, Florida. Lisa’s emphasis is on personal service. Every client, every family, every business is unique and experiences its own history, successes, and challenges. Lisa appreciates these intricacies and personally guides each family, business, or executive through comprehensive succession planning, whether that be multi-generational family legacy planning, philanthropy, or business continuity and exit strategies. Her approach is grounded in listening first, listening to understand the totality of a client’s particular needs. Utilizing the vast and extensive resources found within the Bank of America Private Bank, she then collaborates across multiple disciplines to build a team specifically designed for each client. Through this team relationship, clients benefit from concierge-level service, including access to tailored wealth management strategies, custom credit options, asset protection techniques and risk mitigation measures. Fiduciary services are also available.
Lisa’s background includes the private practice of law and serving as the General Counsel and Chief Compliance Officer of a multi-billion-dollar financial services firm. She holds a Bachelor of Science degree in finance and a Juris Doctorate from the University of Arizona, as well as a LLM in Tax from Boston University. She has been admitted to practice law in the State of Florida, State of Arizona, and the Commonwealth of Pennsylvania. Lisa’s tenure in private practice focused on corporate and securities matters, tax and estate planning, and estate and trust administration. In addition, she has held multiple securities registrations since her first position in financial services in 1998.
Lisa currently serves on the Executive Council of the Florida Bar Tax Section and remains active in the Sarasota County Bar Association through its Council for Diversity and Inclusion. She is also a member of the Southwest Florida Estate Planning Council.
Notwithstanding her membership in these organizations, she does not provide legal or tax advice to clients.
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Our Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
Key Contacts
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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
FEATURED ARTICLES
EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.
