Trusts – an Essential Resource for Family Financial Planning

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
May 15, 2025
3 min read
Trusts – an Essential Resource for Family Financial Planning
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

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.

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