Lisa M Behun

Senior Vice President, Private Client Advisor

Professional Profile

Lisa Behun is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Lisa is responsible for identifying your needs, providing guidance and coordinating with the appropriate professionals within Bank of America and its affiliates to support your overall wealth management strategy. Lisa joined Bank of America Private Bank in 2007 with 10 years of experience in private finance. After owning and operating an E & S brokerage firm in Minneapolis, participating in the development of a captive insurance company and serving with the Minnesota Bankers Association, Lisa came to San Diego to join the marine industry. Lisa graduated Summa Cum Laude from the University of North Dakota with a Bachelor of Science in Business Administration.

Lisa particpates in her community as a board member of the San Diego Symphony and the Carlsbad Educational Foundation.

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

Ross Harter

Private Client Manager

619.515.5794

Dawne Clark

Portfolio Manager

619.515.5634

Stephen Ross

Portfolio Manager

619.515.5625

James (Zack) Z Weismann

Portfolio Manager

619.515.5622

Michael Valentini

Portfolio Manager

619.515.5609

Holly Cannady Tapia

Senior Trust Officer

619.515.5549

Noralinda Aquino

Trust Officer

619.515.5608

Eric Baggett

Wealth Strategies Advisor

619.515.5645

Key Contacts

Erin Marshall

619.515.5532

Julio A Rojas

619.515.7521

Let's Have A Conversation

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

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.

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.