Lillia A. Smith, CFP®

Financial Planner

Lilli joined the firm in April of 2021 and currently serves as a Financial Planner. In this role, Lilli works closely with the firm’s Wealth Advisors to assist them in a wide range of client matters.

In the Spring of 2021, Lilli graduated Summa Cum Laude from Temple University’s Fox School of Business with a Bachelor of Business Administration in Financial Planning.

Prior to joining the firm’s full-time staff, Lilli was a part of our internship program beginning in July of 2020.

Lilli currently resides in Philadelphia, PA. She enjoys being outdoors, baking, and spending time with her family and friends.

CERTIFICATIONS/LICENSES:

•            Certified Financial Planner (CFP®)

 

PROFESSIONAL ORGANIZATION AFFILIATIONS:

•            Financial Planning Association (FPA) – Member

•            Beta Gamma Sigma

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