More Sharing ServicesShare | Share on email Share on print
Lauri Graziano

Lauri Graziano

Financial Services Professional

Phone: 215-964-9863
Fax: 866-851-3398
E-mail:

I am excited to introduce myself as the newest member to Barilotti Wealth Strategies LLC and I look forward to working with you.

 

Background:

Born and raised in the suburbs of Philadelphia, I am a graduate of the Pennsylvania State University’s Smeal College of Business. I earned my bachelor’s degree in Marketing along with a minor in Spanish. While I enjoy travelling and attending Philadelphia sports events, my passion for working with people has led me to my career in the financial services industry.

 

Achievements:

After spending the last two years as an agent with Northwestern Mutual, I gained recognition as an insurance specialist and am now eager to expand the scope of services I offer by joining Christy’s team. As I strive to further my credentials, my professional licenses and certifications to date include the following:

  • FINRA Series 6 and Series 63 Securities Licensed
  • Fixed and Variable Annuities licensed
  • Registered Representative with NYLIFE Securities LLC 
  • Life, Health, and Long-Term Care Insurance Licensed
  • Member of NAIFA, National Association of Insurance and Financial Advisors
  • Member of the Philadelphia Chapter of the Pennsylvania State Alumni Association
  • Member of the Young Friends of the Philadelphia Art Museum
  • Member of the American Red Cross

 

Values:

Christy and I share core values in building our practice through the professional relationships we develop with our clients. We work together to provide comprehensive financial strategies throughout life’s transitions. I pride myself on helping to educate my clients on the importance of focusing on both short term and long term savings plans. We can help review your strategies based on your goals, whether it be anywhere from purchasing your first home to funding your children’s education to saving for an early retirement.

I believe that you can only get what you want in life if you help enough other people get what they want. At Barilotti Wealth Strategies LLC, our objective is to help you get what you want by offering exceptional planning solutions through the use of world-class products.