Lilli joined SCS Financial Services in 2008. She has 10 years of experience in the investment business. As a Vice President in the Private Client Group, she works with clients to develop customized investment strategies that meet their needs, integrates those investment strategies within a client’s broader wealth management architecture, and identifies wealth management planning opportunities for clients. Prior to joining SCS, Lilli held internships at NewSmith Capital Partners and the New York Stock Exchange. Lilli earned a BS in Business Management with a concentration in Finance from Babson College and is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Boston Estate Planning Council.