John N. Lilly III CPFA
Portfolio Manager, RJ
Accredited Portfolio Management Advisor℠
Accredited Asset Management Specialist℠
Certified Plan Fiduciary Advisor CPFA
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 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 Sophomore at Georgia Southern University, and Gunner is a Freshman 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 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.