Lisa Hutter

Senior Wealth Advisor

Austin, Texas

Professional Profile

Call Me When

Call Me When... Your clients are seeking a long term relationship with someone who can be their consigliare for their family and business.Using a plan as the north star, allows me to get to know them, build their team and alert them to things that might impact them.

Contact Method

212-844-9848

Profession

  • Non-profit
  • Wealth Manager
  • Professional Certifications

    retired estate planning attorney, securities licensed, insurance licensed

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Business management
  • Charitable giving
  • Estate planning
  • Family business
  • Fiduciary
  • Investments
  • Leadership Development
  • Lending
  • Management succession
  • Philanthropy
  • Real estate
  • Risk management
  • Tax
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Membership

    Austin Sponsor

    Member Since

    New Member

    Sponsorship Type

    Annual

    Chapter Leadership Role

    Why I'm a Member of XPX

    To support my fellow colleagues who work with similar clients.