Lillie’s Approach
Lillie F. Perry
CFP®
Financial Advisor
Overview
Lillie Perry serves as a financial advisor in Savant’s Middleton, Wisconsin, office on the University Wealth Management team. As a CERTIFIED FINANCIAL PLANNER® professional, Lillie guides individuals and families through comprehensive financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Lillie began her career in financial services in 2020. Before joining Savant, she worked in the student loan education office within the Office of Financial Aid at Iowa State University in Ames, Iowa, where she helped students and families navigate higher‑education financial decisions.
She earned a bachelor’s degree in financial counseling and planning from Iowa State University. Lillie is an Alpha Chi Omega alumna and is a chapter advisor.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- Iowa State University
Bachelor of Science in Financial Counseling and Planning
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Alpha Chi Omega Alumna – chapter advisor
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Alternative Investments and Higher Education: A Potential Shift for University Retirement Plans
Explore how proposed Department of Labor guidance on alternative investments may affect university retirement plans, fiduciary responsibilities, and…
Retirement, Your Way: Phased Paths for University Faculty
Learn about phased retirement options for university faculty and ways to transition more smoothly into retirement.
All Insights by Lillie F. Perry
2 insights
Alternative Investments and Higher Education: A Potential Shift for University Retirement Plans
Explore how proposed Department of Labor guidance on alternative investments may affect university retirement plans, fiduciary responsibilities, and…
Retirement, Your Way: Phased Paths for University Faculty
Learn about phased retirement options for university faculty and ways to transition more smoothly into retirement.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.