Lillia A. Smith, CFP®
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.
• Certified Financial Planner (CFP®)
PROFESSIONAL ORGANIZATION AFFILIATIONS:
• Financial Planning Association (FPA) – Member
• Beta Gamma Sigma