Lilli Seidman
Advisor Associate
As an Advisor Associate in Wealthspire’s Melville office, Lilli works closely with clients and advisors throughout the financial planning and investment management process. Lilli brings a strong interest in investment research to her role, developed through previous experience as an Equity Analyst Intern with Draper Asset Management and a Senior Analyst with Florida Fixed Income Group. These roles gave her hands-on experience analyzing investments and contributing to financial research, building the analytical foundation she now applies to client portfolios and planning needs. She pairs that perspective with a strong commitment to responsive, thoughtful client service. Lilli graduated cum laude from the University of Florida with a Bachelor of Arts in Economics and a minor in Business Administration.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
