Lisa Hutter Email & Phone Number

Austin, TX, US

Austin, US

I help clients manage their money and plan their legacies as a fiduciary. Planning is an important first step and sometimes the one step I focus on with clients. For investment management clients, we customize their portfolio using a broad array of investment options.

Dallas, TX, US

As a Senior Wealth Advisor with the Private Wealth Team at Comerica, I take care of coordinating the needs of my clients. My fascination with getting to know people, a penchant for planning and love of solving puzzles led me to become a Trust and Estate Attorney (currently non-practicing) over 25 years ago. I have never stopped working on what I believe to.

New York, NY, US

As a Financial Advisor and Financial Planning Specialist at Morgan Stanley, I coordinated the needs of my clients across a broad spectrum of solutions. I was also the primary resource for Trust and Estate planning strategies for clients of The Flagler Group in West Palm Beach, FL.

I had the opportunity to consult with corporate clients regarding strategic planning and relationship management; building out specific departments to deliver client services in an impactful manner. I also, acted as a resource to individual clients around estate and financial planning.

San Francisco, CA, US

As a member of executive leadership, I led a team of wealth planning managers and specialists (JDs, CPAs and CFPs). I helped to lead the Region’s Private Banking Business across multiple disciplines. In this player/coach role, I was also a trusted advisor to our valued clients. Additionally, I led the Diversity & Inclusion Council for the Wealth Management.

US

In this role, I customized wealth creation and preservation strategies based on current and long-term needs of clients. I regularly presented at management, staff and full office meetings on estate tax and planning topics while managing a team of analysts.

New York, NY, US

As a Planning Director, I managed and directed the planning practice in South Florida with a focus on estate, charitable and income tax planning. I was frequently called upon as a subject matter resource to conduct meetings, client events and internal trainings while writing for internal and external client publications. I enjoyed coordinating the Annual.

Cohoes, New York, US

I provided counselors with advice, direction and answers on complex technical estate, income, corporate, partnership, tax-exempt and international tax issues. I also created and updated internal and client facing technical memoranda while conducting large scale training to support the technical proficiency of Counselors and Analysis nationwide.

New York, NY, US

As the New Business Acceptance Officer for the Northeast region, I was responsible for negotiating and approving regional trust company new business. I also worked to bring resolution of complex administration issues through court petitions, non-judicial agreements and attorney general filings. I conducted various in-house training sessions and managed a.

As a practicing attorney, I provided legal and tax services to law firms in the fields of estate planning, income taxation, estate taxation and business planning while drafting complex estate documents.

Valley Forge, PA, US

In this role, I provided estate and retirement planning to high net worth clients. I also supported the Vanguard Charitable Endowment Foundation (VCEP), Vanguard's Donor Advised Fund. I directed trust review process for fiduciary appointments and collaborated with client attorneys on drafting changes.I was responsible for overseeing estate planning.

GB

I provided sophisticated financial, estate and tax planning services to broad client base while also coordinating and conducting various training events. I was tasked with managing staff and budget required to establish executive program for a Fortune 500 company.

Essential

Master Of Laws - Llm, Taxation

Doctor Of Law - Jd

Bachelor Of Arts - Ba, Political Science And Law & Society

Financial Planning Specialist, Financial Planning