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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
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
Credentials
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
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
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
