402.769.7047

lrashid@lutz.us

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LILY RASHID + CLIENT SERVICE ASSOCIATE

Lily Rashid is a Client Service Associate at Lutz Financial. She specializes in serving as the liaison between advisors, clients and custodians through all aspects of the wealth management process. She lives in Omaha, NE.

AREAS OF FOCUS
  • Client Relationship & Account Management
  • System Reports & Compilation
  • Adviser Support
  • Compliance Process Assistance
EDUCATIONAL BACKGROUND
  • BSBA in Management, University of Nebraska, Lincoln, NE

Harmony | Empathy | Achiever | Positivity | Consistency

CONTACT LILY RASHID

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OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

115 Canopy Street, Suite 200

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850