John Lillywhite

John Lillywhite Email and Phone Number

Financial Advisor at Wells Fargo Advisors @ Wells Fargo Advisors
st. louis, missouri, united states
John Lillywhite's Location
Greater Bloomington Area, United States
John Lillywhite's Contact Details
About John Lillywhite

I am a financial advisor with a financial practice that specializes in collaborating with individuals, families, business owners, and professionals on all their financial matters. Unlike many financial professionals, I focus on both sides of a balance sheet, considering not only your investable assets, but also your personal and business liabilities, potential tax implications*, and future retirement needs. By taking a different approach than many financial professionals I am able to help address your financial goals. Simply put, I begin with the end in mind. I don’t manage money simply to seek to beat a benchmark. I don’t measure our success by whether or not I beat the stock market. I measure our success by comparing your overall financial situation and its progress toward your individual stated goals. After all, what is more important, beating the stock market, or potentially reaching your goals and retiring comfortably at your desired age?I believe my clients benefit from the management process that I use which seeks to lower portfolio risk while pursuing portfolio return. My management motto is to develop strategies that help “Grow, Protect, and Preserve” my client’s wealth in order to help them achieve financial confidence.This information is intended for use only by residents of AZ, CA, GA, IA, IN, MO, NC, and WV only. Please contact me by e-mail at John.Lillywhite@WellsFargoAdvisors.com or by Phone at 812-650-5035. I cannot respond to messages through LinkedIn InMail.* Wells Fargo Advisors and its affiliates do not provide legal or tax advice./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

John Lillywhite's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Financial Advisor at Wells Fargo Advisors
st. louis, missouri, united states
Employees:
15127
John Lillywhite Work Experience Details
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Jan 2016 - Present
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch May 2012 - Jan 2016
  • Angie'S List
    Medical Ad Sales Manager
    Angie'S List May 2008 - Apr 2012
  • Angie'S List
    Medical Ad Sales Manager
    Angie'S List May 2008 - Apr 2012
  • Hsbc
    Mortgage Consultant
    Hsbc Jan 2006 - May 2008

John Lillywhite Skills

Advertising Sales Financial Analysis Investments Portfolio Management Strategic Financial Planning Retirement Planning Sales Sales Management Credit Mortgage Lending Financial Planning Salesforce.com Social Media Marketing Online Advertising Marketing Strategy Management Customer Service Cold Calling

Frequently Asked Questions about John Lillywhite

What company does John Lillywhite work for?

John Lillywhite works for Wells Fargo Advisors

What is John Lillywhite's role at the current company?

John Lillywhite's current role is Financial Advisor at Wells Fargo Advisors.

What is John Lillywhite's email address?

John Lillywhite's email address is jo****@****ail.com

What is John Lillywhite's direct phone number?

John Lillywhite's direct phone number is +176531*****

What skills is John Lillywhite known for?

John Lillywhite has skills like Advertising Sales, Financial Analysis, Investments, Portfolio Management, Strategic Financial Planning, Retirement Planning, Sales, Sales Management, Credit, Mortgage Lending, Financial Planning, Salesforce.com.

Who are John Lillywhite's colleagues?

John Lillywhite's colleagues are Thomas Barmen, Luis Cabral, Michael Banks, Vinh Phuong, Hugo Alejandro Albarracin, Craig Flowe, Crpc®, John Pollard.

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