Lily Overton
Account Services Associate

Lily is a member of the Client Service Department at Beacon Pointe Advisors and partners with the firm’s investment and financial planning teams to deliver a personalized client experience. Her responsibilities include portfolio maintenance, onboarding new client relationships, database management, and client service. Lily earned her bachelor’s degree from the University of Arkansas. Prior to joining Beacon Pointe, she worked at Benchmark Bank in Dallas, Texas, where she gained customer service experience. In her free time, Lily enjoys traveling, vintage shopping, lake days, and live music.