Don Lilly

Don is a Wealth Management Advisor with more than 25 years of experience with Merrill Lynch Wealth Management, joining the Firm in 1998. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing a personalized or defined strategy, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Don’s emphasis is on asset management strategies tailored to match the specific needs of each individual client. He assists clients in the areas of personal wealth management, wealth transfer, and legacy planning. For business owners, he can assist in establishing or managing your company retirement plan. He brings together experience and education to help clients establish a strategy that is consistent with their financial goals. Don is a graduate of Baylor University earning a Bachelor of Business Administration. He and his wife, Amy, married in 1985, have two children, and are proud grandparents of two grandsons. They are active members of Green Acres Baptist Church. Don enjoys spending time with his family and the outdoors, especially hunting and fishing.  Being native Texans, Don and Amy enjoy traveling around the state of Texas visiting small out of the way places and towns.I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.