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Our financial advice team


Brian Lillis, Private Wealth Advisor serving the Cincinnati, OH area - Ameriprise Advisors

Brian Lillis

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Further Financial Group

An Ameriprise Private Wealth Advisor

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 7 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance
  • Business Retirement Plans
  • Saving for Education
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investments

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Further Financial Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Circle of Success, 2022
  • Five Star Wealth Manager, 2012-2023
  • Premier Protection Award RiverSource Life Insurance, 2009-2014

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Morning workouts
  • Golf and various sports
  • Family Bicycle rides
  • Traveling/Sightseeing with my friends and family
  • Home DIY projects
  • Live performances including plays and concerts
  • Sampling new and different restaurants
  • Meeting new people