AeroLeads people directory · profile
Lisa Matthews Email & Phone Number
Managing Director, Senior Wealth Advisor
at
Truist Wealth
1 work email found
@truist.com
7 phones found area 561, 407, and 866
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director, Senior Wealth Advisor
Location
West Palm Beach, Florida, United States
Company size
Who is Lisa Matthews? Overview
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Quick answer
Lisa Matthews is listed as Managing Director, Senior Wealth Advisor at Truist Wealth, a with 1736 employees, based in West Palm Beach, Florida, United States. AeroLeads shows a work email signal at truist.com, phone signal with area code 561, 407, 866, and a matched LinkedIn profile for Lisa Matthews.
Lisa Matthews previously worked as Wealth Advisor at Truist Wealth and Wealth Advisor, Senior Vice President at Suntrust. Lisa Matthews holds Mba, Business from Nova Southeastern University.
Company email context
Email format at Truist Wealth
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lmatthews@truist.com
79% confidence
AeroLeads found 1 current-domain work email signal for Lisa Matthews. Compare company email patterns before reaching out.
Profile bio
About Lisa Matthews
I have been in the local financial services industry for over 30 years and the last 22 working exclusively with Private Bank/High Net Worth clients. Focusing on all aspects of private client's custom credit, banking and financial planning needs. I am there for my clients today, tomorrow and in the future. Thru a holistic team approach I am able to help provide complete wealth management solutions to help my client's needs Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
Listed skills include Banking, Loans, Mortgage Lending, Credit, and 26 others.
Current workplace
Lisa Matthews's current company
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Truist Wealth
6 roles · 33 years
Lisa Matthews work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
Wealth Advisor, Senior Vice President
Due to industry regulations, I am unable to accept recommendations and endorsements.
Jun 2014 - Feb 2021
Senior Vice President, Private Banker
Focusing on all aspects of private clients custom credit and banking needs. I am there for my clients today, tomorrow and in the future. Thru a holistic team approach I am able to provide complete wealth management solutions to meet my clients needs. Helping others achieve their goals while providing a great client experience.Consistently exceed sales goals resulting in top performer awards and recognition.
Dec 2008 - Jun 2014
Premier Banker/Relationship Manager, Vice President
Identify, build, and expand new and existing affluent client relationships through both internal and external referral sources. Provided comprehensive planning by assessing needs, identifying, and recommending financial solutions including deposit, loan, mortgage, small business and investment services. Inspire trust & confidence in clients through problem solving, listening carefully to the client’s needs, and by proactively recommending products and/or services resulting in repeat business. Establishing long term, loyal client base. Consistently exceed sales goals resulting in top performer awards and recognition.
Apr 2003 - Dec 2008
Branch Manager
1994 - 2003
~9 yrs
3 education records
Lisa Matthews education
Mba, Business
Nova Southeastern University
Ba, Finance
Florida Atlantic University
Education record
Wellington
FAQ
Frequently asked questions about Lisa Matthews
Quick answers generated from the profile data available on this page.
What company does Lisa Matthews work for?
Lisa Matthews works for Truist Wealth.
What is Lisa Matthews's role at Truist Wealth?
Lisa Matthews is listed as Managing Director, Senior Wealth Advisor at Truist Wealth.
What is Lisa Matthews's email address?
AeroLeads has found 1 work email signal at @truist.com for Lisa Matthews at Truist Wealth.
What is Lisa Matthews's phone number?
AeroLeads has found 7 phone signal(s) with area code 561, 407, 866 for Lisa Matthews at Truist Wealth.
Where is Lisa Matthews based?
Lisa Matthews is based in West Palm Beach, Florida, United States while working with Truist Wealth.
What companies has Lisa Matthews worked for?
Lisa Matthews has worked for Truist Wealth, Suntrust, Wells Fargo, Bank Of America, and Fidelity Federal Bank & Trust.
How can I contact Lisa Matthews?
You can use AeroLeads to view verified contact signals for Lisa Matthews at Truist Wealth, including work email, phone, and LinkedIn data when available.
What schools did Lisa Matthews attend?
Lisa Matthews holds Mba, Business from Nova Southeastern University.
What skills is Lisa Matthews known for?
Lisa Matthews is listed with skills including Banking, Loans, Mortgage Lending, Credit, Commercial Banking, Mortgage Banking, Wealth Management Services, and Commercial Lending.
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