Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Lisanne Glew, CDFA

Senior Vice President–Wealth Management

Financial Advisor

Lisanne leads an executive compensation and financial planning practice at UBS. Her team provides comprehensive advisory and risk management services to executives, board directors, professionals and business owners. She and her partners have extensive experience delivering comprehensive financial, estate planning and asset protection services. Additionally, the team advises on Defined Contribution Plan design and Corporate Stock Plan solutions.

As a women-led financial planning practice, her team also offers practical advice and solutions to high net worth women and counsels families going through the divorce process and post-divorce. 

Lisanne has more than 25 years of international executive management and advisory experience. Prior to joining UBS in 2002, she was an executive with CIBC, a leading North American financial institution where she held leadership roles in corporate finance, risk management, corporate relationship management and private wealth management. Lisanne earned her law degree from York University, her MBA from the University of Toronto, is an Accredited Wealth Management Advisor® and a Certified Divorce Financial Analyst®.    She is involved in a number of professional and non-profit organizations including Girl Scouts of North East Texas, The Center for Vital Longevity at The University of Texas at Dallas, The Institute for Excellence in Corporate Governance, Executive Connection, Collaborative Divorce Texas and the Institute for Divorce Financial Analysts.

California Insurance License 0I72808

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • KS
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NE
  • NJ
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA

  • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelor of Laws (LL.B), York University
  • MBA, University of Toronto

Credentials

  • Certified Divorce Financial Analyst®
  • Accredited Wealth Management Advisor
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
  • (469) 440-0525

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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