8401 Greenway Boulevard Suite 212 Middleton , WI 53562

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.

Articles &
Media

Retirement, Your Way: Phased Paths for University Faculty

Education &
Designations

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

Affiliations &
Community Service

Alpha Chi Omega Alumna – chapter advisor

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

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Phone*

Are you a Savant client?*

Message*

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.