Edward Jones: Financial Advisor - Lili Engelhardt
Categories
Financial Planning & Investment
About
With over 20 years of business experience, I take a holistic approach to helping clients navigate their financial futures. Financial strategy isn't just about the numbers, it's about the stories behind them.
I was a math nerd at university, where I earned a BA in mathematics and economics, and perfected the art of caffeine intake. I later earned an MBA from INSEAD in France. Investment banking at Salomon Brothers kicked off my career in mergers and acquisitions, strategic planning and executive coaching.
After exploring over 25 countries, a desire to set roots led my husband and me to move our family from Basel, Switzerland, to Chapel Hill, North Carolina. Our daughter has also developed an intrigue in different cultures and recently started her university career at Waseda University in Tokyo. Our son enjoys the trumpet and marching band. My husband and I are also music lovers, having grown up playing classical music. And these days, you can find me with a racquet in my hands.
Giving back to the community is important to me. I have served on the leadership committee of the Leukemia Society's Visionary of the Year campaign as well as several nonprofit boards, including Big Brothers Big Sisters, the Chapel Hill Visitors Bureau, and the North Carolina League of Conservation Voters.