Teacher/Facilitator:Lisa Webb

Stewardship: Protecting Your Digital Assets     

Thirty years ago, we had no concept of digital assets.  Today, everyone has digital assets that need to be identified and managed.  From a Biblical perspective, we need to exercise proper stewardship over these asset, the same as our monetary assets.  Join us this Friday as Lisa Webb demonstrates what such stewardship looks like.

About Lisa Webb

Lisa Webb has over 20 years of successful direct sales experience marketing in both the financial services and computer services industries. Currently, Lisa has been a Wealth Management Advisor with Merrill Lynch since 2003.  Lisa is a CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor, a designation awarded from the Certified Financial Planner Board of Standards, Inc. and National Association of plan Advisors respectively. With over 17 years of industry experience, Lisa offers knowledgeable and engaged wealth management to affluent individuals and families focusing on financial planning and developing a disciplined wealth management strategy to build, preserve and eventually transfer assets to heirs and charitable organizations. Lisa aims to provide a high-touch service experience leveraging the investment insights of Merrill Lynch and the banking strength and capabilities of Bank of America. 

Born in Nashville, Lisa grew up in New York City, and graduated Pace University with a Bachelor of Arts in Computer Science. Additionally, Lisa attended Vanderbilt’s Owen Executive MBA program (2007 – 2008).