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.