Lisa D. Snyder
Lisa D. Snyder
Ms. Snyder works with successful individuals and families, engaging them in a comprehensive planning process to understand the goals and aspirations they have for their wealth and to provide them with unbiased, personalized strategies to meet their objectives. Her areas of focus include cash flow and retirement income analysis, business continuity and succession planning, risk management, estate and multi-generational planning, and charitable giving strategies.
As a former an estate planning attorney, Ms. Snyder brings more than 20 years of experience in wealth protection and wealth transfer to her role. 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, Ms. Snyder has significant experience in same-sex couple planning and holds an Accredited Domestic Partnership Advisor designation from the College for Financial Planning.
Ms. Snyder obtained her Juris Doctor from Tulane Law School and her Bachelor of Arts in Political Science from Ohio University. She currently serves on the Board of Directors for Lambda Legal Defense and Education Fund and she is a member of the Planned Giving Council for the Blind Children’s Center of Los Angeles.
Wealth Management Experience: 20 Years
Check the background of this investment professional on FINRA's BrokerCheck.