Andrew Lilly

With the knowledge that comes with more than 18 years of experience in the financial services industry, Andrew helps investors navigate the broad landscape of available investment options with quality service and a personal commitment.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Andrew will be with you every step of the way, doing his best to help you pursue your financial goals while offering sound advice and customized financial strategies designed specifically for you.

Andrew endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Andrew designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Andrew puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

Andrew began his career in financial services in 2005 and previously spent 3 years with Cetera Investment Services. Today, Andrew provides financial & retirement planning, estate planning and education planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James.

A native of Waynesboro, Virginia, Andrew resides in Staunton, Virginia with his wife, Brandi, and son, Noah. Away from the office, he also enjoys hiking, backpacking, traveling and spending time with his family.