Lissa SilvaLissa SilvaExecutive 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
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Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now