Lilly GoldfarbLilly GoldfarbAssociateRelationship Manager
About Lilly
Lilly Goldfarb is an Associate and Relationship Manager with J.P. Morgan Wealth Management.
She manages daily operations and facilitates all aspects of client requests, including transferring funds and executing securities transactions. She also develops client relationships, administers and maintains accounts, and coordinates syndicate activities for her team.
Lilly came to her present role from the non-profit sector, in which her personality, enthusiasm, and sense of humor contributed to her success. When presented with the opportunity to explore a new path in financial services, she saw it as a natural progression to the next stage in her career, and one where those same traits would be useful in working with the clients she now serves.
Lilly is a native of Atlanta, and graduated from the University of Massachusetts at Amherst with a B.A. in Sociology. After graduation, she returned to Atlanta, where she lives with her husband, Adam and two children Audrey and Jack. In her leisure time, Lilly enjoys spending time with her family and taking yoga classes.
Insights
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Wealth Planning
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Family Legacy
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