Lissa SilvaLissa Silva
Executive Director, Client Specialist

About Lissa

Lissa Silva is an Executive Director and Client Specialist at J.P. Morgan Wealth Management.

Lissa works in partnership with a team of wealth management advisors and specialists to deliver holistic wealth management and banking services to successful individuals and their families. She helps them pursue their objectives with poise and confidence by assisting them in navigating and connecting to the resources and capabilities of the enterprise. Her advice and guidance allow them to preserve, deploy and transfer their wealth more effectively.

Lissa identifies the path of entry for each client and determines how best to make their financial lives easier. She becomes a part of their family, listening to their aspirations and then delivering access to investing, trust and estate planning, banking, lending and strategies for philanthropic giving and transitioning wealth to future generations. Lissa is described as a natural problem solver who helps create value through a client-focused style. She draws from her years of banking background to create a bespoke experience for every relationship.

Before joining J.P. Morgan, Lissa's nearly two-decade career included a similar role at First Republic Private Wealth Management. Previously, she was a Senior Vice President and Private Client Advisor at Bank of America, where she developed wealth management and banking relationships with a wide range of high-net-worth individuals and families. Earlier, she held senior positions in Private Banking and Commercial Real Estate Finance at Wells Fargo and M&T Bank.

Fluent in Portuguese, Lissa lived in Portugal for 13 years and earned a B.A. from Universidade Lusíada Porto.

Lissa lives in New York City with her son, and in her free time, she enjoys traveling to exciting locales.

Insights

Wealth Planning

“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors

September 16, 2025“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now
Business Planning

Business succession planning: Valuing your business

September 16, 2025Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Wealth Planning

6 strategies to consider before year-end

September 15, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.