Lilly Sisowathemail
250 West 34th Street One Penn Plaza, Suite 2035
New York, NY 10119-0002
Professional Story
Lilly has over 20 years of experience in the financial services industry. Prior to Joining the Oladipo Wealth Management Team, Lilly worked at Wells Fargo as a Branch Manager, Investment Consultant and Home Mortgage Consultant. At Oladipo Wealth Management, Lilly focuses on helping individuals, families, and business owners to secure their financial future and protect the ones they love. What Lilly loves most about her role is building relationships with her clients by understanding their needs and providing comprehensive solutions and strategies to their specific needs. Lilly believes in Best Interest Standard of care and professionalism at the highest level.
Education
Pepperdine University, MBA
Languages:
- English
Credentials:
- MBA
Specialties:
- Insurance Strategies
- Financial Education
- Retirement Income Planning
- College Funding Strategies
- Estate Planning