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John N. Lilly III

John N. Lilly III CPFA
Portfolio Manager, RJ
Accredited Portfolio Management Advisor℠
Accredited Asset Management Specialist℠
Certified Plan Fiduciary Advisor CPFA


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As a member of Windsor Wealth John Lilly has developed a keen insight in both his ability to manage equity portfolios and incorporate economic developments in his client’s asset allocation recommendations.

John N. Lilly III Certified Financial Planner Near Me - Retirement Investment financial planningJohn grew up in Jonesboro Georgia before starting his career with Merrill Lynch in Gainesville, Georgia, and soon after transitioned his business to A.G. Edwards where he was recognized professionally by being named as a member of Crest Club.

John was born in Huntington, West Virginia, and moved to Gainesville in 1992 after being a 1992 University of Georgia Basketball Letterman, where he earned his consumer economics degree. John is married to native Gainesvillian Anne Michele Lilly, and has two children Mia and John N. Lilly IV (Gunner). Mia is a freshman at Georgia Southern University, and Gunner is a senior at Gainesville High School.

When he’s not helping clients, John is actively involved within the community as a member and a deacon at Westminster Church. John also serves as the President of the Gainesville High School Tip-Off Club and is a Board member at Good News at Noon Shelter. John is also an avid cyclist, a first-degree black belt in Karate, and trains in Eskrima Kali Arnis.

*Raymond James is not affiliated with any of these organizations.

John N Lilly

Securities offered through Raymond James Financial Services, In., Member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdications for which they are propertly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their application jurisdications that are not addressed on this site.  Contact your local Raymond James office for information and availability. Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.