Lisa Conrad-Monts, CFTA, CSA®
Senior Vice President, Wealth Relationship Manager
A champion of her client’s financial health, Lisa brings over 30 years of experience to Atlantic Union Bank Wealth Management where she’ll be helping her clients navigate the complexities of trust, estate, and investment matters.
“When someone feels overwhelmed with their financial picture and asks how we can help make it uncomplicated, that’s where I step in and help them make an informed decision. Knowing I’ve made a client’s life less stressful and complicated is an accomplishment each and every time.”
Lisa holds Certified Trust and Financial Advisor (CTFA) and Certified Senior Advisor (CSA®) designations, and is a member of the Hampton Roads Estate Planning Council and Peninsula Estate Planning Council. She’s a graduate of Campbell University and received her Certified Financial Planner (CFP®) certification from Old Dominion University.
She’s an advocate for autism and early childhood literacy, and enjoys spending time with family and friends.
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, 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.