About Lisa
Serving the Cleveland area, Lisa provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Lisa works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Lisa Kerr has 28 years of serving affluent clients as a Trust Officer and Wealth Management Advisor among other banking experience. Recognizing that each client's situation is unique, Lisa provides customized solutions to her clients.
Education
B.S.B.A. and J.D.
Licenses & Professional Designations
- Life Insurance
- CPWA
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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