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Women of Influence: Finance 2024 – Lisa Wells

Custom Content by the Los Angeles Business Journal

By Kelly Garcia

February 14, 2024

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Lisa Wells
Senior Vice President and Market Trust Executive
Bank of America Private Bank

Lisa Wells is a senior vice president and market trust executive with Bank of America Private Bank in Los Angeles. With more than 20 years’ experience providing complex and sophisticated planning and trust services, Wells heads the Personal Trust and Fiduciary Services for Los Angeles and Arizona and is regional trust executive for the West Division, which spans across seven states and 11 markets. In these roles she leads a dedicated team of 30 professionals providing wealth management, trust and estate planning services for high net worth and ultra-high net worth clients.

Wells and her team have been integral in helping grow assets under management for the Western Division of the Investment Management and Trust services for Private Bank clients in California, Nevada, Oregon, Washington, Colorado, Utah and Arizona over the past year by $10.8 billion to $58.8 billion, an 18% increase over the year prior.

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