Lilian “Lily” Rosario has been an integral part of the team as the Back Office Coordinator. Since 2025, bringing a unique blend of skills and insights. Holding a General Securities Representative certification, she combines her technical expertise with her ability to build strong relationships, ensuring that clients receive the highest quality of care.
Lily earned an Associate’s Degree in Applied Science from Lehigh Carbon Community College, where she made the Dean’s List and learned to take ownership of her learning by actively seeking resources and asking questions. Before transitioning to the financial sector, Lily was a Veterinary Technician, a role that cultivated her dedication and compassion.
Outside of the office, Lily is engaged and has a Bichon named Jojo. She enjoys reading, solving puzzles, and savoring Dominican cuisine. She is inspired by her faith in God, which drives her to act with integrity and help those around her. In her free time, she volunteers at animal shelters, reflecting her passion for making a positive impact on her community.
Professional Certifications*
- A.A. — Applied Science, Dean’s List — Lehigh Carbon Community College, Schnecksville, PA
- General Securities Representative
CONTACT LILIAN
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*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.