Lisa Morgan

Bio

Lisa brings over 20 years of financial services experience to Atlantic Union Bank Wealth Management. As one of our Wealth Relationship Directors, she helps lead the Hampton Roads/Virginia Beach team -- driving new business opportunities and partnering with her Commercial and Institutional colleagues to deliver results for clients.

“Trust is essential,” she says. “It’s the most important part in establishing a new relationship or building on the one that you already have.  My goal is to listen to our clients and make sure they have a great experience with our teams throughout the process.”

Originally from Columbus, OH, Lisa holds a bachelor’s degree from Ohio State University and is now living in Virginia Beach with her family.

When she’s not helping clients or guiding her team, Lisa enjoys gardening, nature, being an advocate for women, and serving as a good role model for her daughter.

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DISCLOSURES:
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking services, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.