Find anything about our product, search our documentation, and more. Enter a query in the search input above, and results will be displayed as you type.
Lisa Tomczak is primarily responsible for working with clients to understand their financial goals and objectives and assist them in developing customized strategies.
With Ms. Tomczak’s guidance, you’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to SVB Private portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.
Ms. Tomczak began her career in the industry over 13 years ago. Prior to joining SVB Private she was a Financial Advisor for Raymond James. While Ms. Tomczak has extensive experience working with a variety of High Net Worth individuals, she frequently works with divorced and widowed women as part of her key niche.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
Select all services that interest you (optional)
Personal information
You are now leaving Silicon Valley Bridge Bank (SVBB)
You will be directed to a different website or mobile app that has its own terms of use, visitor agreement, security and privacy policies. SVBB is not responsible for (and does not provide) any products, services or content at the third party site or app, except for the products and services that carry the SVBB name.
