Lillian Peters
Private Wealth Advisor, SVP
121 Alhambra Plaza, Ste. 1601
Coral Gables FL 33134
Cell: 305-632-3652
Email: lillianpeters@synovus.com
With more than 29 years of wealth management experience, Lillian provides guidance to high-net-worth individuals, business owners, executives and individuals faced with life events in the creation, implementation and monitoring of their financial plans
As a Certified Financial Planner™, Lillian leads with objectivity and works collaboratively with her clients to understand their needs and priorities. Her engagements involve helping clients address financial impacts for all phases of life, and building strategies to address their wealth accumulation and preservation, retirement planning, estate planning and risk management needs.
Lillian was previously Senior Wealth Director and Managing Director for Fortune 500 companies, leading teams of varied disciplines and expertise including fiduciary, credit, investments, and banking services to high-net-worth individuals, families, private foundations and endowments.
Lillian is active in her community, serving on the boards of Baptist Health of South Florida Foundation (Miami Cancer Institute), FIU College of Business Dean’s Council and The Education Fund of Miami-Dade County.
Licenses and Certifications
- CFP®, CDFA®, CTFA, CEPA, AIF®
- FINRA Series 7 & 66
- Life, Health & Variable Annuity
- NMLS#: 816588