Lillie F. Perry

CFP®

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

Lillie has been involved in the financial services industry since 2020 and is part of Savant’s University Wealth Management team. 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 and is a CERTIFIED FINANCIAL PLANNER™ professional. 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 Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.