Savant Wealth Management
Contact Us

Lillie F. Perry

CFP®

Financial Advisor

8401 Greenway Boulevard Suite 212 Middleton, WI 53562
608-836-3600

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.

Education &
Designations

  • Iowa State University
    Bachelor of Science in Financial Counseling and Planning
  • CERTIFIED FINANCIAL PLANNER® professional

 

Affiliations &
Community Service

  • Alpha Chi Omega Alumna – member

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.

Contact Lillie

"*" indicates required fields

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.