Melissa Lilly Email & Phone Number
Executive Director and Wealth Planning Strategist @ UBS Group AG
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Melissa Lilly Location
- New Orleans, LA, US
Melissa Lilly Work
- 2020 -now Executive Director and Wealth Planning Strategist @
- 2018 -2020 Financial Advisor with the Exit Planning and Wealth Consulting Group @ UBS
- 2011 -2018 Senior Vice President and Senior Wealth Advisor - IBERIA Wealth Advisor @
- 2009 -2011 Trust Officer @ OMNI BANK
- 2007 -2009 Associate Attorney @
Melissa Lilly Education
- University of Colorado at Boulder
Bachelor of Arts (B.A.) (English Language and Literature/Letters)
1995-1999
Melissa Lilly Skills
- Trust and Estate
- Finance
Melissa Lilly Summary
- Melissa Lilly, based in New Orleans, LA, US, is currently a Executive Director and Wealth Planning Strategist at UBS. Melissa Lilly brings experience from previous roles at UBS, IBERIABANK, OMNI BANK and Snell & Wilmer. Melissa Lilly holds a 1995 - 1999 Bachelor of Arts (B.A.) in English Language and Literature/Letters @ University of Colorado at Boulder. With a robust skill set that includes Trust and Estate, Finance and more. Melissa Lilly has 4 emails and 1 mobile phone numbers on RocketReach.
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