Lisa Erickson spent 37 years in financial services, ultimately leading the Public Markets Due Diligence team at U.S. Bank, which manages over $500 billion in client assets. In addition to her business acumen, she was best known for her selflessness, positivity and character.

But earlier this year, Lisa chose to retire early after being diagnosed with Parkinson’s disease, a movement disorder of the nervous system. She now enters a new phase of her life, having to deal with this illness.

That wasn’t the first personal hardship she’s faced. In 2020, she lost her husband, Chris, to a sudden and aggressive illness.

In this episode, WealthManagement.com Executive Editor Diana Britton is joined by Lisa Erickson, retired head of the Public Markets Due Diligence team in U.S. Bank’s Wealth Management’s Asset Management Group, who opens up about these personal struggles. These past few years have tested her strength in unimaginable ways, but they’ve also revealed lessons about grief, faith and finding purpose in the face of adversity.

Lisa discusses:

Her path into financial services and leadership at U.S. Bank
Losing her husband and the grieving process
Life adjustments after his passing
Receiving her Parkinson’s diagnosis and deciding to retire
Coping strategies rooted in faith, gratitude and community
The role financial advisors play in helping clients prepare for the unexpected

Resources:

Listen to The Healthy Advisor on WealthManagement.com
Subscribe and listen to The Healthy Advisor on Apple Podcasts
Subscribe and listen to The Healthy Advisor on Spotify

Connect with WealthManagement.com:

Connect With Lisa Erickson:

LinkedIn: Lisa Erickson

About Our Guest:

Lisa Erickson is a seasoned financial professional who recently retired as Head of the Public Markets Due Diligence Team at U.S. Bank’s Wealth Management group, where she helped manage over $500 billion in assets. Beyond her successful career, she’s faced profound personal challenges, including the sudden loss of her husband and her own Parkinson’s diagnosis. Through it all, Lisa remains committed to living with gratitude, faith, and resilience, inspiring others with her courage and openness.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor: A Parkinson’s Diagnosis Prompts an Early Retirement With Lisa Erickson