Meredith Laurienzo

About Meredith Laurienzo

I believe everyone is entitled to financial advice and provide clients with an obtainable and personalized approach to wealth management to educate them and help plan for both now and the future. I focus on a goals-based technique by developing personal relationships with clients and identifying what is important to them. By getting to know clients, I can then create a customized plan of action and implement appropriately tailored asset management strategies as well as incorporate insurance, tax considerations and estate planning services as needed. I am a CERTIFIED FINANCIAL PLANNER™ professional, passed the Series 7 and 66 exams and holds life and health insurance licenses.Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC.

Experience

1. First Vice President Financial Advisor

   RBC Wealth Management

   Dec 2022 — Present

   At Beacon Wealth Management, we believe in a holistic, customized approach to solving our clients’ most important investment needs. For more than 30 years, we’ve navigated some of the most challenging markets, creating personalized solutions tailored to our clients’ long-term financial goals. Working with a select group of clients, we understand the intricacies and sensitivities that accompany managing large sums of wealth, from challenging family dynamics to complex multi-generational succession issues. We develop and nurture a personal connection with every client. By spending the time to get to know you, we can focus not only on what keeps you up at night regarding your financial future, but also on any blind spots that can potentially derail your investment portfolio. In partnering with us, you will benefit from the deep experience of our robust team, along with access to resources through a global financial leader – Royal Bank of Canada (RBC).

Education

• College of Financial Planning

  CERTIFIED FINANCIAL PLANNER™ professional

  2020 — 2021

• The George Washington University

  Bachelor of Business Administration (BBA), Finance

  2011 — 2015

• Yale School of Management

  CIMA® Certified Investment Management Analyst® Program

  2023 — 2023