The Lilley - Liapis Group
Merrill Lynch Wealth Management
69 State Street
Albany NY 12207
(518) 462.8345
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Our team focuses on helping create customized strategies for families who desire a lifetime of income as you plan your transition to financial independence.
The Lilley - Liapis Group
Welcome

Welcome to the Lilley – Liapis Group. We focus on retirement income, estate planning matters, private money management, and concentrated stock strategies.

Recognition
Robert Lilley
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2025
(Published on April 8, 2025. Rankings based on data as of June 30, 2024.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Forbes "Best-in-State Wealth Advisors", 2023
(Published on April 4, 2023. Rankings based on data as of June 30, 2022.)
Click here to learn more about advisor recognitions
About Us
Welcome to the Team

After working for years to earn your wealth, we are here to maintain your assets. Using the same hard work and dedication, we are here to guide you to the lifestyle you have worked so hard to achieve.

Thursday, April 24th 2025| 4:00pm EST to 5:00pm EST
Tax Time - "Everyone's Favorite Time of the Year!"

At Merrill, we are here to help you make thoughtful decisions. That is why we invite you to join us for this informative presentation. Our topics for this call are the following:

  • New 401k and Roth...
Meet Our Team
Robert Lilley,

CFP®, CPFA®

Senior Vice President, Wealth Management Advisor
518.462.8367
Thanasi,

CRPC™

Team Financial Advisor
518.462.8343
Connor Lilley
Wealth Management Client Associate
518.462.8345
Braden Robert Lilley
Wealth Management Client Associate (FP)
518.462.8391
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Elan Schlossberg
Wealth Management Banking Specialist
Merrill
Randy Drzewicki
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #117123
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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.