Lisa M Wells

Senior Vice President, Market Trust Executive

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Professional Profile

Lisa Wells is a Market Trust Executive at Bank of America Private Bank. Lisa leads our personal trust and fiduciary services in Greater Los Angeles and Arizona, and serves as the Regional Trust Executive for the West Division. In this role, she is passionate about leading teams who bring trust solutions to clients, manage and administer trusts, and maintain the Private Bank’s fiduciary standards.

Having served high net worth and ultra-high net worth clients in the areas of estate planning, estate settlement, trusts and tax for over twenty years, she also serves as an experienced resource for client planning strategies. Her prior experience at Northern Trust as a regional tax advisor included recommending and implementing various tax elections, and negotiating 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 with a minor in Business Economics from California State University, Long Beach.

Lisa is active in the community and is a member of the State Bar of California, Los Angeles Estate Planning Council, Women Lawyers Association of Los Angeles and Bank of America’s Women Leading LA.

 

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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.