Laura Morganelli

About Laura Morganelli

Financial Advisor, with over 10 years of experience in the planning industry, that typically works with executives that know exactly what to do when it comes to their professional lives but have the challenge of not having the time to optimize their personal finances with the same level of efficiency.I help them gain control over their financial life and build wealth by creating a personalized strategy driven by the current macroeconomic landscape so they can spend less time worrying about money and more time focusing on the aspects of their lives they truly enjoy.

Experience

1. Financial Advisor

   CAPTRUST

   May 2021 — Present · Allentown, PA, US

   Work closely with clients to craft custom financial strategies that fit their unique goals and adapt to the ever-changing economic landscape.Offer practical financial guidance, covering everything from planning for retirement, securing income streams, and managing stock options to strategically navigating estate planning and insurance solutions.Dive deep into clients\' financial situations, identifying growth opportunities, and helping them navigate potential risks.Ensure that all financial advice aligns with industry standards and ethical guidelines, prioritizing clients\' best interests.Forge and nurture strong client connections by delivering top-notch customer service and a genuine commitment to their financial well-being.

Education

• DeSales University

  Bachelor of Science (BS)

  2009 — 2013

Skills

• Retirement Planning
• Naviplan
• Budgeting
• Microsoft Office
• Financial Planning
• Microsoft Word
• Outlook
• College Education Planning
• Powerpoint
• Microsoft Excel
• Disability Insurance
• Time Management
• Microsoft Crm
• Personal Financial Planning
• Life Insurance
• Finance
• Series 66
• Certified Financial Planner
• Keynote
• Monte Carlo Simulation
• Series 7
• Money Guide Pro
• Microsoft Powerpoint