Background
Lila is a Wealth Strategist and Senior Vice President at Truist Wealth. She uses her over fifteen years of estate planning and administration experience to help guide families through the complex decisions involved in creating and implementing a plan for wealth preservation and transference. She consults with clients on issues such as retirement planning, cash flow, philanthropy, business succession, estate and tax planning and more to help them achieve their financial, tax and estate planning goals.
Prior to joining Truist, Lila worked for twelve years as a professional fiduciary at another financial institution. She began her career in private practice at Cummings & Lockwood first in their Bonita Springs, FL and then in their Greenwich, CT offices where her practice included drafting all types of estate planning documents for high net worth families and helping individuals navigate the probate process after the death of a loved one.
Lila is a proud two-time graduate of the University of Miami, earning her Bachelor of Arts from the College of Arts and Sciences and her Masters of Legal Letters (LL.M.)* from the University of Miami School of Law. She earned her Juris Doctor (J.D.)* from the American University Washington College of Law in Washington, D.C.
*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Personal Interests
Lila volunteers her time as an active Board Member of the Boys & Girls Clubs of the Suncoast. In addition, she is a member of the Real Property Probate and Trust Law Section of the Florida Bar. When she isn't working or volunteering, she can be found boating the waters of Tampa Bay with her retired Coastie husband, kids and dogs or supporting her children in their many sports activities.