Lisa Yarborough is a Client Advisor with SunTrust Private Wealth Management. She offers clients more than 30 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. Lisa has earned the professional designation of Certified Financial PlannerTM (CFP®). She is a native of Durham, NC and earned her Bachelor's degree from the University of North Carolina at Chapel Hill and her graduate degree in banking from LSU. Lisa's leadership and community board roles include; past Board Chair of the Greater Durham Chamber of Commerce, past Board Chair of Caring House, Inc. and past Administrative Board Chair of Duke Memorial United Methodist Church. In addition, Lisa has served in executive board positions with South West Durham Rotary, as well as the Junior League of Durham and Orange Counties. Lisa has also served on the Playmakers Advisory Council, the Business Advisory Council for the Durham Public Schools and the Investment Advisory Committee for Trinity School of Durham and Chapel Hill.
Lisa holds herself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Lisa takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that she can assess the interaction of multiple objectives and the far reaching implication they can have on each other.
SunTrust Private Wealth Management is part of SunTrust Bank; with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.