Lisa Junkin is a Vice President and Trust Officer with more than 20 years of experience in banking and wealth management, specializing in trust and estate administration. She is passionate about helping individuals and families navigate complex fiduciary matters with confidence, combining deep technical expertise with a thoughtful, personalized approach.
Throughout her career, Lisa has built lasting relationships by guiding clients, beneficiaries, attorneys, and financial professionals through every stage of the trust and estate administration process. Known for her attention to detail, collaborative style, and genuine commitment to service, she strives to make even the most complex situations feel manageable and transparent.
Originally from Indiana, Lisa brings a wealth of experience, unwavering integrity, and a client-first philosophy to every relationship. She is dedicated to helping families preserve their financial legacies, carry out their wishes, and achieve long-term peace of mind through thoughtful fiduciary guidance.
Lisa is a graduate of Ivy Tech Community College and Cannon Trust School, where she further strengthened her expertise in fiduciary services and trust administration.
Outside the office, Lisa enjoys exploring Florida's beautiful beaches and communities, traveling, getting lost in a good book, and spending time with her husband and their two adult sons, who proudly serve in the U.S. Army.
Caldwell Trust Company provides personal, traditional, and independent trust and wealth management services. Since 1993, our team has helped individuals, families, and organizations build wealth, plan for the future, and preserve their legacies.
1400 Center Road
Venice, Florida 34292
941-493-3600
3055 Cardinal Drive, Suite 202
Vero Beach, Florida 32963
772-213-9144
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