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Lisa Amoroso, CTFA Image

Lisa Amoroso, CTFA

Private Wealth Relationship Manager

About

Prior to joining Seaside/UCBI, Lisa served as a Trust Advisor at large regional institutions for more than 30 years serving some of the same families for her entire tenure.  In her current role, Lisa is a key fiduciary resource to clients and internal partners.  She works closely with our Chief Fiduciary Officer to offer an in-depth knowledge of fiduciary principals and applicable law to assist clients in achieving their goals.  Lisa received a Bachelor Degree in Political Science from the University of Central Florida and a Bachelor Degree in International Business from Rollins College in Winter Park, FL.  She is also a graduate of Florida Trust School and National Graduate Trust School.  Lisa is a Certified Trust and Financial Advisor (CTFA).