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 Wilson is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Greenville, South Carolina. Drawing on more than two decades of experience, she helps multiple generations of affluent families with a multitude of strategic banking and lending solutions.
Serving as an integral part of client relationships, Lisa is committed to providing attentive, personalized, high-touch service. She encourages frequent interactions with clients and leads a boutique-style experience to deliver tailored solutions to support a family office enterprise for future generations. In addition to offering her own perspectives, Lisa has been working with a dedicated team of specialists for more than a decade who possess a depth of experience in trust and estate planning services, portfolio management, and risk management.
Lisa joined Bank of America Private Bank in 2021 with 23 years of financial services experience. Prior to joining the Private Bank, she spent 14 years as a Senior Private Banker at Wells Fargo Private Bank (formerly Wachovia). Lisa began her career in 1999 at Bank of America as a Banking Center Manager and a Premier Client Manager.
Lisa earned her bachelor’s degree with a concentration in accounting from Western Carolina University and is a graduate of the South Carolina Banker’s School at the University of South Carolina.
Lisa and her husband live in Spartanburg, South Carolina, where they are raising their two teenage sons. In her spare time, she enjoys traveling with her family. Passionate about giving back to her community, Lisa currently serves on the Oakbrook Preparatory School Parents Club. She has also volunteered with the United Way Women’s Leadership Council Initiative, Mobile Meals, Carolina Miracle League Playground Initiative, Converse College Planned Giving Council and The Junior League of Spartanburg.
- Western Carolina University
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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.