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Lisa Morgan

SVP, Wealth Relationship Director, RJFS*

Office Phone: 757-355-5246



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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*Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. View the Raymond James privacy notice.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial 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.
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 |
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