Merrill Lynch Financial Advisor Robert Lilley

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Robert Lilley is a financial advisor based in Albany, New York, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to understanding clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Robert provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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