Cfp Lisa BeboutNapoli Ctfa Chfc Aep Email & Phone Number | Lisa brings a great deal of proven success and experience in working with high net worth clients and their families. She demonstrates a deep understanding of the complexity of wealth and spearheads the delivery of customized investment, banking and credit solutions to help clients achieve their goals and objectives. Lisa is active in the community and holds leadership positions with several organizations. Lisa is involved in the Palm Beach County Estate Planning Council where she serves on the Programming Committee, a Director and Assistant Coach for the First Tee of the Palm Beaches and the Treasure Coast and recently joined the Board of Directors for the Children's Golf Foundation where she chairs the Scholarship Committee. Lisa is also a past President of the Martin County Estate Planning Council and also founded and is past President of the Talking Heads of Stuart Toastmasters Club. Lisa holds a Bachelor of Business Administration degree in Management from Florida Atlantic University. Lisa is also a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Certified Trust & Fiduciary Advisor (CTFA) credential, the Chartered Financial Consultant (ChFC®) designation as well as the Accredited Estate Planner (AEP®) credential.

Cfp Lisa BeboutNapoli Ctfa Chfc Aep

Lisa brings a great deal of proven success and experience in working with high net worth clients and...
Palm Beach Gardens, Florida, United States

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Cfp Lisa BeboutNapoli Ctfa Chfc Aep’s Email lisa@pnc.com

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Cfp Lisa BeboutNapoli Ctfa Chfc Aep’s Location Palm Beach Gardens, Florida, United States

Cfp Lisa BeboutNapoli Ctfa Chfc Aep’s Current Industry Key Private Bank

Cfp Lisa BeboutNapoli Ctfa Chfc Aep’s Prior Industry Seacoast Bank | PNC | Seaside National Bank & Trust | Bank of America/Merrill Lynch | Morgan Stanley

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Work Experience

Key Private Bank

Senior Vice President, Senior Relationship Manager

2018-11-01 00:00:00 - Present

Seacoast Bank

Senior Vice President, Wealth Advisor

2016-09-01 00:00:00 - 2018-09-01 00:00:00

PNC

Vice President, Senior Banking Advisor

2013-07-01 00:00:00 - 2016-09-01 00:00:00

Seaside National Bank & Trust

Client Advisor

2008-04-01 00:00:00 - 2013-07-01 00:00:00

Bank of America/Merrill Lynch

Wealth Management Advisor

2006-03-01 00:00:00 - 2008-04-01 00:00:00

Morgan Stanley

Financial Advisor

2001-08-01 00:00:00 - 2006-03-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Cfp Lisa BeboutNapoli Ctfa Chfc Aep

Cfp Lisa BeboutNapoli Ctfa Chfc Aep is located at
Palm Beach Gardens, Florida, United States

Cfp Lisa BeboutNapoli Ctfa Chfc Aep is a Lisa brings a great deal of proven success and experience in working with high net worth clients and their families. She demonstrates a deep understanding of the complexity of wealth and spearheads the delivery of customized investment, banking and credit solutions to help clients achieve their goals and objectives. Lisa is active in the community and holds leadership positions with several organizations. Lisa is involved in the Palm Beach County Estate Planning Council where she serves on the Programming Committee, a Director and Assistant Coach for the First Tee of the Palm Beaches and the Treasure Coast and recently joined the Board of Directors for the Children's Golf Foundation where she chairs the Scholarship Committee. Lisa is also a past President of the Martin County Estate Planning Council and also founded and is past President of the Talking Heads of Stuart Toastmasters Club. Lisa holds a Bachelor of Business Administration degree in Management from Florida Atlantic University. Lisa is also a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned the Certified Trust & Fiduciary Advisor (CTFA) credential, the Chartered Financial Consultant (ChFC®) designation as well as the Accredited Estate Planner (AEP®) credential.

Cfp Lisa BeboutNapoli Ctfa Chfc Aep currently works in the Key Private Bank |

No Languages Available

Cfp Lisa BeboutNapoli Ctfa Chfc Aep has prior
experience in the following industries:
Seacoast Bank | PNC | Seaside National Bank & Trust | Bank of America/Merrill Lynch | Morgan Stanley

Cfp Lisa BeboutNapoli Ctfa Chfc Aep has the following professional experience:
Key Private Bank | Seacoast Bank | PNC | Seaside National Bank & Trust | Bank of America/Merrill Lynch | Morgan Stanley