Lisa Britt | Financial Advisor | Louisville, KY | U.S. Bancorp Wealth Management

Lisa Britt

CWS®
Wealth Management Advisor
U.S. Bancorp Investments

502.562.6419

Primary office
333 Whittington Parkway
Louisville, KY 40222
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About me

My experience in the financial services industry began in 1993, and it is my pleasure to serve the financial needs of people in the Louisville area. I hold Bachelor of Arts degrees in business management, and in economics, from North Carolina State University in Raleigh, North Carolina.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I invest my time as a member of Southeast Christian Church and in my free time I enjoy traveling, karaoke and spending time with my adorable five-year-old nephew.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.