Lillie Powell, AWMA®
St. Peters, Missouri
7417 Mexico Road
Saint Peters, MO 63376
For nearly 20 years, Lillie Powell has been helping families in the St. Louis area plan for successful financial futures. Her focus as an independent advisor is to care for her clients and their goals, putting their needs first. This allows her clients the freedom to enjoy their lives, rather than worrying about or spending time on managing their financial lives.
Lillie enjoys the strong relationships she builds with clients, getting to know them and what they want out of life, so she can design a customized plan that helps them pursue those dreams. She helps clients understand the decisions they are making about investments and financial planning, so they feel comfortable with the financial path they’re on, even when market volatility and unexpected life changes occur.
Like many things in life, sometimes it’s hard to stick to your financial plan, but Lillie is always there to provide guidance and education along the way. She helps hold clients accountable – if they say they want something, she’s there to remind them how to get it. Like a coach, she helps motivate and remind clients of their most important goals.
Lillie moved into private practice at Cornerstone Wealth Services in 2020 to provide more investment options for her clients. She is an Accredited Wealth Management AdvisorSM, which is a designation for advisors who want to better address the distinct needs of high-net-worth clients.
When Lillie isn’t in the office, she’s spending time with her family, including her fiancé and his children, her two grown sons, and her grandson. A country girl at heart, she enjoys the outdoors and regularly fishes, camps and floats down Missouri rivers. Lillie is a passionate and loyal blood donor because blood donations saved her youngest son’s life. To date, she has donated over 6 gallons.