Lauren A. Lisbon

Lauren Lisbon serves as a financial advisor in our New York City office, where she focuses on helping high-net-worth and ultra-high-net-worth individuals and families make informed financial decisions.

She began her career at Source Financial Advisors in 2012 and advanced through a range of roles, including relationship manager. She built a strong foundation in comprehensive financial planning and client service, which continues to shape her approach today. At Savant, she partners with advisory teams to help design and implement personalized strategies that reflect each client’s financial goals, values, and legacy objectives.

Lauren works closely with clients to bring clarity to complex planning situations, including investment strategy, tax-aware planning, and cash flow management, while maintaining a high level of responsiveness and care.

She supports United Way of New York and remains actively involved in community initiatives that promote meaningful change. Lauren earned recognition as a 2026 United Way Rising Star Award¹ recipient, recognizing emerging women leaders for their achievements in the workplace and positive impact in their communities.

She earned a bachelor’s degree in English literature from Colgate University in New York. A native New Yorker, Lauren enjoys traveling, attending theater performances, and spending time with her family in Charleston, South Carolina.