Lisa Simington, Cfp Email and Phone Number

Responsible for leading and growing all aspects of our private banking business throughout Alabama, Florida and Georgia.

Responsible for leading and growing the Private Bank throughout Florida. Team consists of 9 expanded markets in Florida.

Presently responsible for leading teams in Naples, Tampa and Orlando for all aspects of our Wealth Management business in the West Coast Region of Florida, including trust and investment management sales, portfolio management, private banking, charitable services and insurance. Act as market and community leader across all markets in the region.

Responsible for leading team of professionals across our Wealth Management teams in the delivery of private banking, mortgage and escrow services to high net worth individuals, families and foundations. Lead teams based in 7 markets in Florida and Georgia.

Worked with high net worth individuals and families with $10million or more in investable assets.

Experience includes production and leadership positions in Wealth Management, Commercial Banking and Risk Management. Last position was as Head of the wealth management line of business in the state of Georgia. Had responsibility for 8 teams spread across Georgia. Services provided included traditional banking (loans and deposits), investment and trust management services, charitable giving, insurance and financial planning. Prior to this, spent 12 years in state leadership and production roles in Florida in risk management and commercial banking.