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Our financial advice team


Rashonner Lillie

Rashonner Lillie

CFP®, CRPC®

Private Wealth Advisor

Managing Director
Reveal Wealth Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Insurance

Interests

  • Volunteering with Youth. I have a passion for educating youth in regards to the world of finance. I have been a mentor & mentor manager with the Lawson Girls Academy in Houston. I have also volunteered with Holbrook Elementary, Jack & Jill, Alief Middle School, Howard University Business School.
  • Movie Watching. One of my favorite series are the Marvel Comics films.
  • Traveling. Some of my favorite trips have been to Aruba, Spain, Chicago, San Diego, Cabo Mexico, Turks & Caicos, Martha's Vineyard and Newport Rhode Island.

Awards & recognition

  • Five Star Wealth Manager, 2013-2021
  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7- General Securities License
  • Series 66- Investment Advisor Representative
  • Texas State - Life, Accident, & Health Insurance Agent

Education

  • BBA Finance, Minor in Banking, Sam Houston State University, Huntsville Texas

Community participation

Greater Houston Black Chamber of Commerce- Programs Committee

The Lawson Academy Real Estate Co- Board Member

Howard University 21 CAP Mentorship Program- Mentor

Black Empowerment Advisor Community Network- Vice President of Operations