500 W Germantown Pike Ste 2265
Plymouth Meeting, PA 19462
+1 (484) 895-7849
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liclark@capitalwealth.com
Lily Clark is a highly skilled Financial Advisor working in Plymouth Meeting, PA, at an undisclosed firm. With 16 years of experience in the industry, Lily brings a wealth of knowledge and expertise to her clients. She holds the prestigious CFA (Chartered Financial Analyst) certification, which further demonstrates her commitment to excellence. Although Lily's specific areas of expertise are not specified in her resume, she has proven herself as a trusted advisor through her long-standing career. In her spare time, Lily enjoys playing soccer and challenging herself with crossword puzzles. Her passion for sports and mental stimulation outside of work reflects her dedication to well-roundedness and continuous self-improvement.
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We feel a deep responsibility to our clients. We are committed to helping you protect and grow your assets, and in many cases, prepare families and heirs for the transfer of wealth to future generations. We know how hard you are working to achieve your goals, and we will work with you to help your wealth support your continued prosperity over time.