Scott Lillis

Regional President at BNY Wealth

Role
Regional President at Bny Wealth
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Scott Lillis

Scott Lillis is Regional President at BNY Wealth in Philadelphia. In this role he oversees all aspects of the Wealth Management business in Philadelphia, Delaware and Washington D.C, including advisory, investments, fiduciary and private banking. At BNY Wealth, we help accomplished individuals, families, family offices and institutions build, manage and sustain their wealth through periods of transition, economic growth, contraction and everything in-between. For over 30 years, I’ve been helping clients actively and intentional power the goals they care about. Through our multidisciplinary approach, we work with clients to uncover more opportunities, from advanced planning techniques to minimize the impact of taxes, to key moments to strategically leverage financing to grow wealth. Our dedicated teams have an open line of communication and a limited set of clients, which means we don’t just promise exceptional client service, we actually deliver it.

Experience

  1. Regional President

    Bny Wealth

    Aug 2019 — Present · Philadelphia, PA, US

Education

  • Bucknell University

    B.A., BA in Economics

    1984 — 1988

  • The Wharton School

    M.B.A.

    1993 — 1995

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Scott Lillis — Regional President at Bny Wealth in Philadelphia, PA, US | Unifers