Adviser
Lily Santonelli is a skilled professional in the field of finance and corporate development, currently serving as a Senior Analyst in Corporate Development at Royal Caribbean Group since August 2024. Prior experience includes roles as a Senior Financial & Business Analyst, Corporate Development Associate, and Business Analyst at RWA Wealth Partners from August 2022 to May 2024, and as an Investment Banking Analyst at EF Hutton from June 2020 to July 2022. Earlier career experiences include a Trade Operations Summer Intern position at Wellington Management and a Summer Intern role at Maxim Group, both in 2019 and 2018, respectively. Lily Santonelli holds a Bachelor's degree in Mathematics and Computer Science from Colby College (2016-2020) and a High School Diploma from Buckingham Browne and Nichols (2012-2016).
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Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.