Scott Lillis
Regional President at BNY Wealth
- Role
- Regional President at Bny Wealth
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
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
Regional President
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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