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Lili Engelhardt, Financial Advisor

FINANCIAL ADVISOR
Lili Engelhardt

AAMS™
7806 Nc Hwy 751, Suite 140, Durham, NC 27713opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Charitable Giving
  • College Savings
  • Special Needs Financial Considerations

About Lili

With over 20 years of business experience, I take a holistic approach to helping clients navigate their financial futures. Financial strategy isn't just about the numbers, it's about the stories behind them.

I was a math nerd at university, where I earned a BA in mathematics and economics, and perfected the art of caffeine intake. I later earned an MBA from INSEAD in France. Investment banking at Salomon Brothers kicked off my career in mergers and acquisitions, strategic planning and executive coaching.

After exploring over 25 countries, a desire to set roots led my husband and me to move our family from...

Work History

  • Edward JonesSeptember 2022 to Current
  • Sky Leap LLCJuly 2013 to September 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • INSEAD-Europ Inst of Bus AdminMasters

Personal Interests

  • Pickleball
  • Tennis
  • Fine Dining
  • Health & Nutrition
  • Sustainability

Team Members

  • Casey Quick
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 572-5180

Fax

(877) 262-4941

Office Address

7806 Nc Hwy 751
Suite 140
Durham, NC 27713opens in a new window

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