Lilly AdamsCLIENT SERVICE MANAGER
Lilly Adams serves as a Client Service Manager in the United Capital Bethesda office, Lilly brings with her almost 10 years of Program Management experience and 3 years of Professional Organization experience. She earned her B.S. in Economics and Business Administration at St. Michael’s College in Colchester, Vermont. Her responsibilities include working with clients and custodians to prepare all new account and transfer paperwork. Internally, Lilly works closely with the financial advisors, assisting in all aspects of planning for client meetings.
Lilly was born and raised in Chevy Chase, MD and presently resides in Bethesda. When she’s not working, she enjoys spending time with family and coaching youth ice hockey.