Thomas B Lilly
Senior Financial Advisor
3674 Dauphin Street
Mobile AL 36608
(251) 345.0264
Learn more about an advisor's background on
Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Ben started his Merrill Lynch Wealth Management career in 2017.  He focuses on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Ben provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives.

Ben follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community such as the Sunset Rotary Club of Mobile.

Ben graduated from Birmingham-Southern College where he earned a Bachelor of Science degree in Business Administration.  After graduating, he continued his studies and earned a Masters of Business Administration degree from Georgia Southern University.  He and his wife, Katie, live in Mobile.  In his free time he enjoys going to the beach and cooking barbeque.



Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Thomas B Lilly is registered to do business in AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WY.