Lisa D. Snyder

Lisa D. Snyder

Legacy Strategist, First Republic Investment Management
Southern California
Lisa Snyder is Managing Director and Legacy Strategist at First Republic Private Wealth Management in Los Angeles.

As Legacy Strategist, Ms. Snyder helps First Republic clients take care of the people and the causes they love. Her specific focus is on multi-generational prosperity and philanthropy. She engages successful families in conversations about preparing beneficiaries to responsibly use wealth to achieve their goals and to pursue their passions. Because inheritance planning is as much about family matters as it is about money matters, she also discusses how to maintain family unity around wealth. Additionally, Ms. Snyder works with clients to explore their philanthropic aspirations. This facilitates the development and implementation of personalized giving strategies to foster more thoughtful and fulfilling philanthropy.

As a former estate planning attorney, Ms. Snyder brings more than 25 years of experience in wealth protection and wealth transfer to this role. She obtained her Juris Doctor from Tulane Law School and her Bachelor of Arts in Political Science from Ohio University.

Prior to joining First Republic in 2015, she was a Director and Wealth Management Consultant at UBS Financial Services. Her previous experience also includes Director of National Accounts at Colorado Brokerage and Strategic Marketing Consultant at Transamerica. Additionally, she has extensive experience with nonprofits, serving as a board director and as chair and member for various committees.

Wealth Management Experience: Since 1993

Check the background of this investment professional on FINRA's BrokerCheck.