Lilly Meyer
Advisor Associate
Lilly serves as an Advisor Associate in Wealthspire's Madison, WI office, supporting clients and advisors in both Madison and Denver, Colorado. In her role, she assists with the development of personalized financial plans and works alongside advisors to help clients navigate their financial decisions and work towards their long-term goals. She enjoys building relationships and contributing to a positive client experience.
With an academic background in Financial Planning and Economics from the University of Wisconsin-Madison, Lilly brings an understanding of both personal financial planning and the broader economic factors that influence financial decisions. She values collaboration and is dedicated to continuously learning from the knowledge and experiences of those around her.
With an academic background in Financial Planning and Economics from the University of Wisconsin-Madison, Lilly brings an understanding of both personal financial planning and the broader economic factors that influence financial decisions. She values collaboration and is dedicated to continuously learning from the knowledge and experiences of those around her.
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.
