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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 into 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 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 junior at Georgia Southern University, and Gunner is a sophomore at the University of Georgia.

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 Vice Chair of the Gainesville Ballet Company Board 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 and Ju-Jitsu.

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

John N Lilly

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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