Lisa Shake Senior Wealth Planner Chicago Private Bank Team

Lisa Shake is a Fifth Third Private Bank Wealth Planner who develops, delivers and implements every facet of your investment strategy including matters of estate, tax, insurance, investments and retirement. Lisa focuses on both your long-term and short-term goals for all aspects of your financial life.


The University of Illinois at Urbana Champaign

Licenses & Professional Designations

  • Investment Company Products/Variable Contracts Limited Representative (Series 6)
  • Certified Public Accountant (CPA)