Executive Director Banker
Lisa Merritt is a 29-year veteran of J.P. Morgan Chase & Co. In her current role, she advises ultra-high-net-worth families, foundations and endowments on asset allocation, investment implementation, estate and tax planning, customized credit and banking strategies as well as generational planning. Prior to joining the Private Bank in 1997, Lisa was District Manager of Chase Manhattan Personal Financial Services with responsibility for managing affluent and wealth lending strategies and operations for Southwest, Central and Northern Florida. A five-time recipient of the Chase Consumer Financial Services “Best-in-Class” award, two-time Chase “Excalibur” nominee and “Chairman’s Club” award winner, Lisa has also held officer positions with Chase Manhattan Bank of Florida and Chase Manhattan Mortgage Corporation. In 2009, she was recognized by Barron’s and included as one of the top 50 in their inaugural Top Financial Adviser list for Florida.
Lisa serves on the board of directors of Naples Botanical Garden and as Chair of Planned Giving. She also serves as a director of Boys and Girls Club of Collier County and has been active there since 1996. Lisa’s interest in the environment prompted her to serve as Director of the Conservatory of SW Florida for six years. She is Board Emeritus of The Immokalee Foundation after serving for 14 years and of The Women’s Fund of Collier County, which she chaired and served on for 10 years. She is the Past Chairman of the Board of The David Lawrence Center. A Naples resident since 1983, Lisa graduated from the Greater Naples Leadership Master’s Program in 2002. In 2005, she was selected by N Magazine as one of the “Women of Initiative,” recognizing her leadership in the Naples Community.
Lisa is a graduate of Arizona State University with a B.A. in Business Administration and Public Relations Communications. She completed Nova Southeastern University’s graduate studies program in Financial Planning, holds a Certificate in Financial Planning, and is a Certified Financial Planner™ (CFP®, certified by the Certified Financial Planner Board of Standards, Inc.). She holds the Series 7, 9, 10, 24 and 63 securities licenses.
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