Lisa Krebs-Knepp
Private Wealth Advisor, Director
- Role
- Private Wealth Advisor Director at BMO Wealth Management - U.S.
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Lisa Krebs-Knepp
Trusted Private Wealth Advisor Director at BMO | Guiding clients to financial clarity and…
Experience
Private Wealth Advisor Director
Sep 2025 — Present
Guide high-net-worth individuals and families in protecting, growing, and transferring wealth. • Provide integrated strategies across investments, estate and tax planning, and banking. • Foster lasting relationships to ensure clients achieve financial security and multi-generational success.
Education
Franklin University
B.S., Accounting / Human Resources
2001 — 2005
Otterbein University
MBA, Master of Business Administration
2006 — 2008
Gulf Coast Community Foundation
Gulf Coast Board Institute
Skills
- Legal Research
- Legal Writing
- Litigation
- Leadership
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