In Lily's Own Words

I believe in serving clients with Integrity, guided by research, and grounded in Compliance

Lily's Bio

Lily Asafo-Adjei is a Client Service Associate at Pachira Wealth Management, where she supports clients and advisors with attentive care and a strong foundation in compliance and operations. With more than a decade of experience in financial services, she is known for her professionalism, warmth, and ability to bring clarity to complex processes. She holds a Master of Legal Studies with a concentration in Compliance and Risk Management from Seattle University School of Law. Lily’s personal journey, including her early life in Ghana and the path that led her to the United States, has shaped her commitment to service and her belief in the power of meaningful relationships. She values the trust clients place in Pachira and takes pride in contributing to a seamless and supportive planning experience. Outside the office, Lily enjoys photography, traveling, and spending quality time with her family. Her weekends often include choir rehearsals, grocery shopping, and relaxing at home with her loved ones.

Education & Credentials

Master's in Legal Studies, Seattle University School of Law

Why our work matters to me

Working with clients allows me to build meaningful relationships while helping them achieve their financial goals with confidence. My compliance mindset ensures that every interaction is guided by integrity, accuracy and accountability hence, creating trust and long-term value in every partnership.

My Financial Superpower

Empowering clients with clarity, confidence, and compliance.

On my vision board

Travel home to Ghana, acquire investment licenses

Currently reading or listening to

How to Win Friends and Influence People by Dale Carnegie

Weekend ritual

Resetting the house, grocery shopping, choir rehearsals, and enjoying the evening with family

What I'm toasting with

Moscato