PriyaPatelTLDR: Lisa Wells, Senior Vice President and Market Trust Executive at Bank of America Private Bank, is recognized as a woman of influence in finance for 2024. With over 20 years of experience in providing planning and trust services, Wells leads a team of 30 professionals in the Personal Trust and Fiduciary Services division. Under her leadership, the division has seen an increase in assets under management by $10.8 billion to $58.8 billion, representing an 18% growth over the previous year.
Lisa Wells, the Senior Vice President and Market Trust Executive at Bank of America Private Bank, has been named a woman of influence in finance for 2024. With more than 20 years of experience in providing complex planning and trust services, Wells leads a dedicated team of 30 professionals in the Personal Trust and Fiduciary Services division. She is also the regional trust executive for the West Division, overseeing seven states and 11 markets.
Wells and her team have been instrumental in the growth of assets under management for the Western Division of Bank of America Private Bank. Over the past year, they have increased assets by $10.8 billion, bringing the total to $58.8 billion, representing an 18% increase over the previous year. This growth highlights the success and expertise of Wells and her team in providing wealth management, trust, and estate planning services to high net worth and ultra-high net worth clients.
