Lisa Yim is a Private Client Manager with Bank of America Private Bank in Melville, New York. An integral member of her team, Lisa works directly with high-net-worth and ultra-high-net-worth clients, helping advance their objectives and facilitating a consistent, high-quality experience. Working in concert with a client’s Private Client Advisor, Lisa orchestrates a suite of customized offerings, maintaining steady momentum on each client’s priorities. A creative thinker, she is a resourceful problem-solver who tailors her approach to each person or family. Lisa has particular depth in customized credit and next-generation stewardship. She enjoys working with the rising generation, helping them prepare for the opportunities of significant wealth.
Lisa has worked at Bank of America since 2010, providing her with extensive knowledge of the firm’s capabilities and a robust network of relationships. She began her tenure as a Personal Banker and Relationship Manager. Eager to learn and grow, Lisa steadily took on additional responsibilities and was promoted to Financial Solutions Advisor at Merrill in 2016. Six years later, Lisa was invited to become a Private Bank Financial Solutions Advisor, working in concert with her local Private Bank team. In 2024, Lisa assumed her current role as Private Client Manager, deepening her ability to deliver a preeminent experience to the clients in her care.
Lisa earned her B.S. in Advertising and Marketing Communications from SUNY Fashion Institute of Technology. She began her banking career with Washington Mutual in 2008. Committed to professional excellence, she holds the Chartered Retirement Planning Counselor™ designation and is fluent in Korean and Spanish.
Within Bank of America, Lisa is active with HLBC, the Hispanic-Latino Business Council, as well as the Private Bank Council, a select group of practitioners who provide dialogue and guidance to Market leadership.
Originally from Queens, Lisa now resides in Maspeth with her French bulldog, Milo. An adventurer, she loves endurance hiking, fishing and cliff jumping.
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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are service marks of The College for Financial Planning Institutes Corp. Professionals who successfully complete the professional designation program requirements, comply with professional conduct standards, and complete the ongoing renewal requirements will be granted authorization by the College to use the following certification marks: Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.