Julia Lilly, MBA, CFP® | Associate Wealth Advisor

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What does wealth mean to you?
Wealth for me is not limited to financial resources, but also includes time, family, and friendship. Wealth provides the freedom and flexibility to pursue personal interests, passions, and adventures.

Julia S. Lilly is an Associate Wealth Advisor at Hightower Wealth Advisors | St. Louis. She brings a passion for comprehensive financial planning and excellent client service to the analyst role.

Julia has financial management experience in a variety of industries ranging from investment banking, government consulting, university endowments, and most recently as an analyst at a Fortune 500 planning firm. Julia made the decision to shift career paths to a client-facing role at Hightower Wealth Advisors | St. Louis in order to personally contribute to the delivery of a more holistic financial planning experience.

She was a Morehead-Cain scholar at the University of North Carolina – Chapel Hill where she earned a BA in International Relations / Spanish. Julia completed her MBA at San Diego State University with a focus in Marketing and Finance. In addition, she holds the Certified Financial Planner ™ (CFP®) designation.

Outside of work, Julia spends the bulk of her time with her husband Pete and their three young kids. In addition to chasing after the family she enjoys reading, meditation, and the occasional spinning class, as well as volunteering as a financial coach in the local community.

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