Lilia BatistaClient Services Associate

Lilia joins the Independent Wealth Management team with over 20 years of law firm experience as a legal assistant/paralegal in various fields, including estate planning. In her client services role at Independent Wealth Management, she brings her considerable client-focused skills to assist the firm in the delivery of our financial planning services and strategies. Lilia takes great pride in assisting clients, responding to their inquiries and making them feel welcome as part of the IWM family.

Lilia is a graduate of Fairleigh Dickinson University, where she earned her Certificate in Paralegal Studies.

Lilia resides in Ocean County with her husband, Carmelo, and their three daughters. Lilia enjoys gardening, traveling to warm destinations, music, opera, and the performing arts.