Director, Client Advisor
Current
Mar 2024 - Present
AeroLeads people directory · profile
Lisa Morrison Email & Phone Number
Director, Client Advisor
at
Brown Shipley | A Quintet Private Bank
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Director, Client Advisor
Location
Greater Leeds Area, United Kingdom, United Kingdom
Company size
Who is Lisa Morrison? Overview
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Quick answer
Lisa Morrison is listed as Director, Client Advisor at Brown Shipley | A Quintet Private Bank, a company with 349 employees, based in Greater Leeds Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Lisa Morrison.
Lisa Morrison previously worked as Director, Client Advisor at Ubs and Client Advisor Assistant at Ubs. Lisa Morrison holds Investment Advice Diploma - Cisi Level 4, Uk Regulation And Professional Integrity, Investment Risk And Taxation, Securities, And Derivatives from Chartered Institute For Securities And Investment.
Company email context
Email format at Brown Shipley | A Quintet Private Bank
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Brown Shipley | A Quintet Private Bank
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Profile bio
About Lisa Morrison
At Brown Shipley we offer clients informed financial advice and tailored services on all aspects of wealth planning, investment management and lending. Brown Shipley was founded over 200 years ago building a reputation for honesty, integrity and reliability; a standing that still applies today. Please get in touch if you feel you would benefit from a conversation or to hear more about me and Brown Shipley.
Current workplace
Lisa Morrison's current company
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Brown Shipley | A Quintet Private Bank
6 roles
Lisa Morrison work experience
A career timeline built from the work history available for this profile.
Director, Client Advisor
Mar 2016 - Mar 2024
Client Advisor Assistant
May 2011 - Mar 2016
Relationship Manager Assistant
May 2010 - May 2011
Lending Officer
Jul 2006 - Mar 2010
Business Banking
Royal Bank Of Scotland Plc
Jan 2002 - Jul 2006
Team & coworkers
Colleagues at Brown Shipley | A Quintet Private Bank
Other employees you can reach at brownshipley.com. View company contacts for 349 employees →
GM
Gerry Maguire
Colleague at Brown Shipley | A Quintet Private BankLondon, England, United Kingdom, United Kingdom
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JW
Jason Wong
Colleague at Brown Shipley | A Quintet Private BankLondon, England, United Kingdom, United Kingdom
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KN
Kevin Nevard
Colleague at Brown Shipley | A Quintet Private BankNorwich, England, United Kingdom, United Kingdom
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IB
Ian Bruce
Colleague at Brown Shipley | A Quintet Private BankSalford, England, United Kingdom, United Kingdom
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MK
Martyn Kirk
Colleague at Brown Shipley | A Quintet Private BankNottinghamshire, England, United Kingdom, United Kingdom
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AB
Andrew Burch
Colleague at Brown Shipley | A Quintet Private BankLondon Area, United Kingdom, United Kingdom
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WG
Wesley Greenhill
Colleague at Brown Shipley | A Quintet Private BankCrockenhill, England, United Kingdom, United Kingdom
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SJ
Simon Jones
Colleague at Brown Shipley | A Quintet Private BankGreater Manchester, England, United Kingdom, United Kingdom
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FM
Felice Mastropierro
Colleague at Brown Shipley | A Quintet Private BankGreater Cambridge Area, United Kingdom
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SJ
Sam Jennings Acsi Cemap
Colleague at Brown Shipley | A Quintet Private BankLondon Area, United Kingdom, United Kingdom
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Gerry Maguire
Colleague at Brown Shipley | A Quintet Private BankLondon, England, United Kingdom, United Kingdom
View →
JW
Jason Wong
Colleague at Brown Shipley | A Quintet Private BankLondon, England, United Kingdom, United Kingdom
View →
KN
Kevin Nevard
Colleague at Brown Shipley | A Quintet Private BankNorwich, England, United Kingdom, United Kingdom
View →
IB
Ian Bruce
Colleague at Brown Shipley | A Quintet Private BankSalford, England, United Kingdom, United Kingdom
View →
MK
Martyn Kirk
Colleague at Brown Shipley | A Quintet Private BankNottinghamshire, England, United Kingdom, United Kingdom
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AB
Andrew Burch
Colleague at Brown Shipley | A Quintet Private BankLondon Area, United Kingdom, United Kingdom
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WG
Wesley Greenhill
Colleague at Brown Shipley | A Quintet Private BankCrockenhill, England, United Kingdom, United Kingdom
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SJ
Simon Jones
Colleague at Brown Shipley | A Quintet Private BankGreater Manchester, England, United Kingdom, United Kingdom
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FM
Felice Mastropierro
Colleague at Brown Shipley | A Quintet Private BankGreater Cambridge Area, United Kingdom
View →
SJ
Sam Jennings Acsi Cemap
Colleague at Brown Shipley | A Quintet Private BankLondon Area, United Kingdom, United Kingdom
View →
1 education record
Lisa Morrison education
FAQ
Frequently asked questions about Lisa Morrison
Quick answers generated from the profile data available on this page.
What company does Lisa Morrison work for?
Lisa Morrison works for Brown Shipley | A Quintet Private Bank.
What is Lisa Morrison's role at Brown Shipley | A Quintet Private Bank?
Lisa Morrison is listed as Director, Client Advisor at Brown Shipley | A Quintet Private Bank.
Where is Lisa Morrison based?
Lisa Morrison is based in Greater Leeds Area, United Kingdom, United Kingdom while working with Brown Shipley | A Quintet Private Bank.
What companies has Lisa Morrison worked for?
Lisa Morrison has worked for Brown Shipley | A Quintet Private Bank, Ubs, Bank Of Ireland, Anglo Irish Bank, and Royal Bank Of Scotland Plc.
Who are Lisa Morrison's colleagues at Brown Shipley | A Quintet Private Bank?
Lisa Morrison's colleagues at Brown Shipley | A Quintet Private Bank include Gerry Maguire, Jason Wong, Kevin Nevard, Ian Bruce, and Martyn Kirk.
How can I contact Lisa Morrison?
You can use AeroLeads to view verified contact signals for Lisa Morrison at Brown Shipley | A Quintet Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Lisa Morrison attend?
Lisa Morrison holds Investment Advice Diploma - Cisi Level 4, Uk Regulation And Professional Integrity, Investment Risk And Taxation, Securities, And Derivatives from Chartered Institute For Securities And Investment.
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