- Wealth Management Experience Since 1992Lisa Siegel is a Managing Director and Financial Planner with J.P. Morgan Wealth Management. Ms. Siegel joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. Ms. Siegel works with individuals and families (both US and foreign), engaging them in a comprehensive planning process to understand the goals and aspirations they have for their wealth and to provide them with unbiased, personalized strategies to meet their objectives. Her areas of focus include estate and multi-generational planning, international estate planning, business continuity and succession planning, risk management and planning for unmarried and same-sex couples. As a former practicing estate planning attorney, CPA and PFS, Ms. Siegel brings more than 25 years of experience in wealth protection and wealth transfer planning to her role. Prior to joining First Republic in 2017, she was a Senior Vice President and Wealth Planner at HSBC Private Bank. Prior to that, Ms. Siegel was a Senior Vice President and Senior Wealth Planner at Wells Fargo Private Bank. Ms. Siegel practiced law as a trusts and estates attorney for approximately 10 years and practiced as a CPA for approximately 10 years as well. Additionally, Ms. Siegel has significant experience in same-sex couple planning and international estate planning.
- EducationMs. Siegel earned her Juris Doctor from Nova Southeastern University, her Masters of Laws (in taxation) from New York University and her Bachelor of Science degree in Accounting from the University of Florida. Ms. Siegel is a member of the Estate Planning Council of New York City and a member of STEP. Ms. Siegel is admitted to the Florida and New York Bars and is a member of their bar associations and the New York Society of Certified Public Accountants. She also holds the prestigious credential of a Personal Financial Specialist (PFSTM) from the AICPA.
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