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Lillian K

Series 66

Long Beach, NY

Edward Jones

Lillian Kowasz is a Series 66 registered financial advisor with Edward Jones, based in Long Beach, NY, and has three years of industry experience. Her prior roles include positions at Fisher Investments and work with the New Jersey Department of Labor Project. She also has experience in education and non-profit sectors, including involvement with the University of Tampa and the Wyoming County Youth Bureau. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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