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Fifth Third Private Bank Lisa Peterson

Private Banker

By appointment
Mobile: (386) 212-8868

About Lisa

Lisa Peterson, a Fifth Third Private Banker, helps manage your day-to-day banking needs while also providing deposit and lending guidance. Lisa works with team members throughout our various services departments to ensure all of your financial needs are addressed.
Lisa Peterson is a Vice President and Private Banker for Fifth Third Private Bank. Lisa works with her clients to assess and structure customized cash and lending solutions to enhance a client's cash flow, providing and simplifying their access to liquidity. Lisa works with a team of highly credentialed specialists to offer wealth planning, investments, and trust services to affluent clients. Lisa has over 27 years in the financial services industry which include, branch banking, regional manager, mortgage lending and business banking. In addition, Lisa is a recent graduate of Leadership Ormond Beach and a member of the Daytona Beach Area Association of Realtors and Ormond Beach Chamber.
Personal Background
Lisa is native of Florida. She is married with two children. In her free time, she loves going to the beach, reading, and spending time with her family and two boxers. Lisa serves as the director and treasurer for The Delta Center, Inc., a local nonprofit that addresses traumatic brain injury and posttraumatic stress disorder for veterans. She also volunteers on the Museum of Florida Art finance committee and serves as chairman for the DeLand Fall Festival of the Arts.
Lisa graduated from the Florida School of Banking at the University of Florida and has received certifications in business lending.
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About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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