Lisa D. Snyder
Wealth Planning Strategist at UBS
- Role
- Wealth Planning Strategist at UBS
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Planning Strategist
May 2020 — Present · Los Angeles, CA, US
Education
Tulane University Law School
J.D., Law
1989 — 1992
Ohio University
A.B., Honors Tutorial College
1986 — 1989
Skills
- Business Planning
- Estate Tax Planning
- Retirement Planning
- Experienced Speaker
- Estate Preservation
- Life Insurance
- Charitable Gift Planning
- Asset Protection
- Philanthropy
- Multi-Generational Wealth Transfer
- Long-Term Care
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