A cum laude graduate from the University of Georgia’s Terry College of Business, Lily brings a strong academic foundation to her work at CD Wealth Management, along with a commitment to learn the business from the ground up as she works toward becoming a wealth advisor.

In addition to her Bachelor of Business Administration in Finance, Lily earned a certificate in Personal and Organizational Leadership from UGA’s prestigious Institute for Leadership Advancement. During that year of specialized work, she and her teammates partnered with a nonprofit supporting families of children battling cancer.

The experience sharpened her sense of purpose as she prepared to begin her professional journey.

“Wealth management is the perfect opportunity to use the technical financial skills I learned in school, but then also building trusting relationships with people,” she says.

“I want to see my work being used for good, and I want to see the impact that it has on other people.”

 

At CD Wealth, Lily supports the operations team with client onboarding, account maintenance, meeting preparation and day-to-day service needs. She is studying for the Securities Industry Essentials, Series 7 and Series 66 exams as she works toward her long-term goal of becoming a wealth advisor.

While she was in college, Lily worked as a finance intern with Caterpillar Financial in Nashville, and she also worked at a technology startup in Tel Aviv through the Onward Israel program.

Originally from Atlanta, Lily has spent much of her life on the tennis court, playing since age 7 and coaching young children throughout high school and college. She credits the sport with shaping her discipline, communication skills and her commitment to service — qualities she brings to her role at CD Wealth.

Education: University of Georgia — Bachelor of Business Administration in Finance
Contact: Email | LinkedIn | Phone | vCard

Check Lily’s background on FINRA’s BrokerCheck.