Lillie Ware

Associate | Relationship Management

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Biography
Education & Other Highlights
Location(s)

Lillie Ware is a relationship manager based in Dallas.

Lillie supports the firm’s operations by building financial plans, maintaining client accounts, and cashiering. Additionally, she prepares performance reports, reconciliations, and tax returns for clients.

Before coming to CAPTRUST, Lillie was a financial advisor and paraplanner at a small, family-run wealth management firm that served more than 1,200 families. She earned a Bachelor of Science degree in personal financial planning from Texas Tech University.

When not at work, she enjoys spending time with family and friends, traveling, being outdoors, and meeting new people.

Education

  • Bachelor of Science, personal financial planning, Texas Tech University

Resources

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