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Lisa Handley

Private Wealth Advisor - U.S. Bank

Professional designations, credentials and licenses
NMLS 740075
headshot of Lisa Handley
Clients I specialize in: Business owners, Doctors, Women

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1991. I help clients succeed by listening to their financial needs and ideas, then working with them and my team of wealth specialists to establish financial goals implement them together.

I live in Phoenix. I enjoy giving back to the community and have been involved in a number of non-profit boards focused in health care and education. My college-age children are my biggest joy! In my free time, I travel, garden, and try to stay fit.

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Services I specialize in

Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.

Enhance your retirement savings strategy by working with us to plan for the financial implications of taking distributions from your IRAs, employer-sponsored savings plans and Social Security.

Whatever type of investor you are – conservative or more aggressive, experienced or just getting started – a clear investment plan can provide a path forward toward the future you want.

You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.

Contact
480-494-8357
Primary office
16220 N Scottsdale Rd
Scottsdale, AZ, 85254
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Skills
Bachelor of Science in finance from Trinity University

Master of Business Administration from Arizona State University

About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

Women and money

U.S. Bank is committed to providing financial advice for women throughout their wealth journey. Explore women and wealth articles, insights and research.

Cash management and investing strategies when interest rates are elevated

A fresh look at managing cash and investments in today’s higher interest rate environment.

FAQ

The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:

  • Getting married or divorced
  • Having a child
  • Starting a new career
  • Receiving an inheritance
  • Buying a house
  • Nearing retirement

An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.

Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.

No, your initial consultation is free.

We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:

  • What are your most important financial goals?
  • What concerns you about your finances?
  • Did you recently experience a major life event?

We’re happy to meet with you virtually or in person. It’s up to you.

Disclosures