Lillie F. Perry
CFP®
Financial Advisor

CFP®
Financial Advisor
Lillie is a financial advisor in Savant’s Middleton, WI office on the University Wealth Management team.
As a CERTIFIED FINANCIAL PLANNER® professional, Lillie is knowledgeable in all areas of 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 has been involved in the financial services industry since 2020. Prior to joining Savant, she worked in the student loan education office in the Office of Financial Aid at Iowa State University.
Lillie earned a bachelor of science degree in financial counseling and planning from Iowa State University. She is a member of Alpha Chi Omega Alumna and enjoys cycling and other workout classes, socializing with friends, spending time with her cats, hiking, and volleyball.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.