Lisa Blonkvist, CIMA® has over 30 years’ experience in wealth management creating rewarding relationships, providing sound advice and delivering exceptional service. As the founding member of The Blonkvist Group at Morgan Stanley, she advises wealthy families, business owners and institutions. Lisa manages all client relationships, uniting her personal understanding of clients’ unique needs and the team’s broad capabilities to create comprehensive financial strategies that are value-centric and results-oriented.
Lisa believes everyone should have the future they envision for themselves, their business and their family. She provides her clients with financial strategies and resources to bring them closer to their goals. Analytical, inquisitive and detail-oriented, she is exhaustive in her research and critical in her analysis as she constructs a framework to create solutions for her clients’ needs.
As a Family Wealth Director, Lisa employs an integrated approach to address the complete family situation, including financial structures, business situations and investments on both sides of the balance sheet. Lisa and her group help families achieve philanthropic wishes and guide them through the estate planning strategies, tailored to specific family dynamics and priorities. She understands the responsibilities that wealth brings, and the care needed to oversee these details.
Active in professional associations and her local community, Lisa has served the Friends of Hospice, Texas Biomedical Forum, the Association of Professional Investment Consultants (APIC), San Antonio Museum of Art, American Heart Association and on the Alumni Advisory Board for the McCombs School of Business at the University of Texas at Austin. Lisa is also an acting member of the Investment Management Consultants Association (IMCA), San Antonio Sports Board, TeamSA Endowment Board (Treasurer), World Affairs Council of San Antonio, Christ Episcopal Church Vestry and involved in several other nonprofits, ministries and community groups.
She completed her Certified Investment Management Analyst® (CIMA®) designation in 1998 at the Wharton School of the University of Pennsylvania. This designation signifies objectivity, expertise and proven experience in the evaluation of investment managers and integrates a complex body of investment knowledge systematically and ethically to assist clients in making prudent investment decisions. Lisa earned a business degree from the McCombs School of Business at the University of Texas at Austin in 1979, where she also received a bachelor’s degree in journalism in 1980. She and her husband, Tim, live in San Antonio. They enjoy traveling and spending time with their family and friends.