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portrait of Lilly A Velotta
FINANCIAL ADVISOR

Lilly A Velotta

AAMS™
307 E 2nd Ave Ste B, Owasso, OK 74055opens in a new window
CallSend Me a Message

About Lilly

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I began my Edward Jones career in 2001. In addition, I became a limited partner with Edward Jones in 2007.

I earned a bachelor's degree in business administration...

Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesJuly 2001 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northeastern State UniversityBachelor of Business Admin

Team Members

  • Pam Gennardo
    Sr. Branch Office Administrator
    FPQP®
  • Mikala Battiest
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(918) 272-5922

Fax

(888) 848-2165

Office Address

307 E 2nd Ave Ste B
Owasso, OK 74055opens in a new window

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