Lauren’s Approach
Lauren A. Lisbon
Financial Advisor
Overview
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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Colgate University
Bachelor of Arts in English Literature
Affiliations
- United Way of New York
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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SearchDisclosures
1 2026 United Way of New York City Rising Stars: This annual award was published in March 2026 by the United Way of New York City. Emerging women leaders are nominated annually by their companies for their achievements in the workplace and their positive impact in their communities. No fee was paid for consideration or inclusion.