Lili Zamora

Lili Zamora
Premier Advisor

5236 Monticello Avenue

Williamsburg, VA 23188

lili.zamora@truist.com

Phone 757-208-7084

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About me

Background

At Truist Premier, we are dedicated to delivering personalized guidance, exceptional experiences, and tailored solutions that empower clients throughout their financial journey. As a Premier Advisor who has been in the financial services industry since 1992, I partner with clients to take a comprehensive and strategic approach to financial planning. I specialize in developing customized, holistic solutions that align with each client’s goals. Through proactive relationship management, I strive to anticipate needs, simplify complexity, and help clients make confident financial decisions. My daily commitment is simple: put clients first and build lasting trust through both innovative technology and genuine personal connection.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Personal interests

I enjoy hiking and the beach and spending time with my family. I, also enjoy writing short stories.


Truist Premier is a brand name used by Truist Bank, and Premier Advisors offer products and services through Truist Bank.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

Locations

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  • May Lose Value

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Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

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