Lila joined the team in March 2026 as a Registered Client Service Associate, bringing valuable experience from her previous role as an Associate Financial Representative supporting multiple Advisors across Insurance and Investment Operations. She is dedicated to enhancing the client experience by streamlining processes and ensuring a seamless onboarding journey for every new relationship.
Lila graduated from Florida State University in 2024 with a Bachelor of Science in Marketing and Finance. Since then, she has continued to expand her expertise in the investment field and currently holds her Series 7 and Series 63 licenses.
Outside of work, Lila enjoys spending time outdoors—whether relaxing at the beach, out on the boat, or enjoying time with friends and family.