Lisa M Wells

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Lisa Wells is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank.  In this role, Lisa helps clients develop comprehensive wealth management plans to meet their financial goals.  She is responsible for providing advice, guidance and strategies in all areas of financial planning including estate planning, income tax, retirement and philanthropy.  Further, Lisa ensures the proper implementation of financial solutions by working together with each client’s team of advisors.

Prior to joining the Private Bank, Lisa worked at Northern Trust as a regional tax advisor assisting teams and clients with trust and estate administration, estate planning and tax matters.  Further, she recommended and helped implement various planning strategies, and negotiated cases with taxing authorities to pursue favorable results for trusts and clients.

Lisa earned her Juris Doctor from Southwestern University School of Law, and received a Master of Laws in Taxation (LL.M. Taxation) with honors from Golden Gate University.  She is an honor graduate of the Cannon Financial Institute at University of Notre Dame, School of Trust Taxation.  She received a B.S. in Finance from California State University, Long Beach. 

Lisa lives in Los Angeles with her husband and daughter and is active in the community.  She is a member of the California State Bar, Los Angeles Estate Planning Council and the Women Lawyers Association of Los Angeles.

Lisa does not provide legal or tax advice in her role at Private Bank.

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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.

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.