Planning Perspectives — Ways For Business Owners to Maximize Opportunities

A headshot of associate Lisa Borrelli. She has long black hair and she is wearing a black suit.
Lisa Borrelli, CPA, MT
  • Bryn Mawr Trust Advisors, LLC.
< 1 min read
February 28, 2024
A mockup of an embedded digital video player. A transparent "Play" icon is superimposed over a photograph of a road extending into the horizon. The publication's title "Planning Perspectives" is emblazoned above. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.
A headshot of associate Lisa Borrelli. She has long black hair and she is wearing a black suit.
Lisa Borrelli, CPA, MT
  • Bryn Mawr Trust Advisors, LLC.

Lisa Borrelli works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2019.

Recent Articles

  • A woman driving a convertible car.

    Luxury with Intention: Aligning Lifetime Spending with Long-Term Financial Goals

    To quote the lead character in the 1986 movie Ferris Bueller’s Day Off, “Life moves pretty fast. If you don’t…

  • Two the Point

    Two the Point — Earnings Climb as the Fed Divide Grows

    In our weekly video series we highlight important observations regarding the economy and the financial market.

  • TTP 7-19-25

    Two the Point — Earnings, Expectations, and Economic Balance

    In our weekly video series we highlight important observations regarding the economy and the financial market.