Lisa M. Simington, CFP®
Lisa Simington is the Regional President for BNY Mellon Wealth Management in its West Florida region covering offices in central and west Florida including Orlando, Tampa and Naples. In this role, she manages all new business development, portfolio management, trust administration, estate planning and private banking activities within the region. Lisa joined BNY Mellon in 2009 and initially managed the Private Banking business for the southeast, covering Florida and Georgia.
Lisa has over 25 years experience in financial services including most notably time with both Wells Fargo f/k/a Wachovia and Goldman Sachs. During her tenure at Wachovia, Lisa held numerous leadership positions in both Florida and Georgia covering several lines of business, including Wealth Management, Commercial Banking and Credit/Risk Management. Her last position was as Head of the Wealth Management division in Georgia. After leaving Wachovia in 2006, Lisa joined Goldman Sachs and relocated with a team of professionals from her former firm. Together, they were responsible for delivering comprehensive investment management services to high net worth individuals, families and foundations with investable assets generally of $10 million or more.
Lisa lives in both Naples and Tampa with her husband and 4 children.