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Lily Phou

Vice President, Senior Wealth Strategist

Lily is a dedicated trust officer specializing in working with family trusts, special needs trusts, non-profits, and charitable funds to grow and establish perpetual funds for future generations. Her expertise in managing trusts, charitable funds, endowments, and estate planning enables her to provide administration and oversight of assets, allowing them to grow for their beneficiaries. Lily’s genuine care and commitment to her fiduciary responsibilities set her apart, as her clients appreciate her seriousness towards her role, trusting her as a dependable steward of their lifetime of assets. Lily graduated from Texas State University with degrees in Mass Communications and Spanish. She also studied International Business at Instituto Tecnológico y de Estudios Superiores in Monterrey Mexico. Lily is very active in her community the President of Fredonia Rotary Club, the President of Stephen F. Austin State University’s Friends of the Visual Arts, Vice Chair of Planning & Zoning for the City of Nacogdoches, Committee Member of the Capital Needs Advisory Board, Advisory Board Member of Stephen F. Austin State University Music Preparatory School, as a member of the board of trustees for The Museum of East Texas. With Lily’s consistent communication and dedication to always act in their best interest, clients can feel confident that their wealth is in capable and compassionate hands. Her personal touch and transparent approach make her not just a trust officer but a partner in securing financial legacies.

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