Lily Rutherford, CPWA, is a dedicated financial advisor specializing in intergenerational wealth strategies. With a deep understanding of the complexities involved in transferring and preserving assets across generations, Lily helps families build lasting legacies. She guides clients through intricate financial planning, estate optimization, and investment strategies designed to benefit future generations. Lily’s approach is rooted in a personalized understanding of each family’s unique goals and values. She earned her degree from Tulane University, providing her with a strong foundation in finance and a commitment to serving her community. Beyond finance, Lily is a classically trained jazz trumpeter, bringing a unique blend of precision and creativity to her client relationships.
💡 Fun Fact: I am a classically trained jazz trumpeter.
