Joseph Lipscomb Email & Phone Number
Senior Vice President and Senior Trust Officer @ Bank of America Private Bank
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Joseph Lipscomb Location
- Norfolk, VA, US
Joseph Lipscomb Work
- Senior Vice President and Senior Trust Officer @ (August 2014 - Present)
- Associate Planned Giving Director @ The Salvation Army NCV (September 2009 - July 2014)
- SOS Financial Counselor @ Strategic Resources, Inc. (April 2009 - September 2009)
- Trust Relationship Officer @ Navy Federal Trust Services (June 2004 - April 2009)
- Financial Advisor @ Acacia Group / Penn Mutual (October 1987 - June 2004)
Joseph Lipscomb Education
- Hampden-Sydney College
Bachelor of Arts (B.A.) (Managerial Economics)
1981-1985 - Henrico High School
Graduate
1977-1981
Joseph Lipscomb Skills
- Certified Financial Planner
- Certified Trust and Financial Advisor
- Estate Planning
- Wealth Management
- Financial Planning
- Wealth
- Wealth Management Services
Joseph Lipscomb Summary
- Joseph Lipscomb, based in Norfolk, VA, US, is currently a Senior Vice President and Senior Trust Officer at Bank of America Private Bank. Joseph Lipscomb brings experience from previous roles at The Salvation Army NCV, Strategic Resources, Inc., Navy Federal Trust Services and Acacia Group / Penn Mutual. Joseph Lipscomb holds a 1981 - 1985 Bachelor of Arts (B.A.) in Managerial Economics @ Hampden-Sydney College. With a robust skill set that includes Certified Financial Planner, Certified Trust and Financial Advisor, Estate Planning, Wealth Management, Financial Planning and more. Joseph Lipscomb has 2 emails and 1 mobile phone numbers on RocketReach.
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