ADVISOR BIO

Laurence Donald Denney is an investment advisor representative with Vanguard Advisers, Inc. in Malvern, PA. Laurence is registered in Pennsylvania and Texas. Laurence has been in the industry since April 2018 and has passed the Series 63, Series 65, Series 7, and SIE exams. Laurence also works for The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation.

SPECIALIZATIONS

ADVISOR BIO

Laurence Espinal is a registered representative at J.p. Morgan Securities LLC. Laurence is licensed to provide investment advice in Delaware, New Jersey, New York, and Pennsylvania. Laurence is also licensed to sell investment company products and variable contracts. Laurence has been in the securities industry for more than 2 years.

SPECIALIZATIONS

ADVISOR BIO

Lauretta Yeagy is a registered representative with LPL Financial LLC, with offices in Delta, PA. Lauretta has been in the financial services industry since 2011. Prior to joining LPL, Lauretta was a Registered Representative with M&T Securities, Inc. in Baltimore, MD. Lauretta is licensed to conduct business in Alabama, Arizona, Colorado, Connecticut, Delaware, Florida, Indiana, Kentucky, Maryland, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Virginia, Washington, and West Virginia.

SPECIALIZATIONS

ADVISOR BIO

Lauri Graziano is a financial advisor with Morgan Stanley. Lauri has been in the industry since 2011 and is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Lauri is a dedicated financial professional who provides comprehensive financial planning and investment management services to her clients. She has a proven track record of success and a deep understanding of the financial markets. Lauri specializes in a wide range of financial services, including investment management, retirement planning, and estate planning. She is committed to building long-term relationships with her clients and helping them achieve their financial goals. Lauri is committed to providing her clients with the highest level of service and expertise. Lauri is also a registered representative of Morgan Stanley. Lauri has been with Morgan Stanley since 2016.

SPECIALIZATIONS

ADVISOR BIO

Laurie Bodisch is an investment advisor representative at DT Investment Partners, LLC in Chadds Ford, Pennsylvania. Laurie has been in the financial services industry for over 30 years, with a proven track record of success in providing financial planning and investment management services. Laurie's expertise includes asset allocation, portfolio management for individuals and businesses, and financial coaching. Laurie is also a founder and CEO of "Her Wealth Coach", providing financial coaching to individuals. Laurie is passionate about helping clients achieve their financial goals and is committed to providing personalized service and guidance.

SPECIALIZATIONS

ADVISOR BIO

Laurie Ann McNally is a financial advisor with RBC Capital Markets, LLC. Laurie has been in the industry since 1987 and has worked for several prominent firms, including Morgan Stanley and Wells Fargo Advisors, LLC. Laurie holds the Series 7 and 63 securities licenses, as well as the Series 65 investment advisor license. Laurie provides financial planning and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Laurie Chereese Fisher is a registered representative with Vanguard Advisers, Inc. Laurie has been in the securities industry since April 2008. Laurie holds the Series 6, 7 and 66 securities licenses. Laurie has experience working with clients in both Pennsylvania and Texas. Laurie is also a distributor for Young Living Essential Oils and a jeweler for Premier Designs, Inc.

SPECIALIZATIONS

ADVISOR BIO

Laurie Louise Lake is a financial advisor at Raymond James Financial Services Advisors, Inc. Laurie has been in the financial services industry since 1994. She is registered with the state of Texas and Pennsylvania. Laurie has a strong background in providing financial advice to individuals and businesses. She offers a wide range of financial planning services, including portfolio management, retirement planning, and investment advice. Laurie is also licensed to sell securities. She is committed to providing her clients with personalized financial advice and guidance that helps them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Laurie Michele Peer is a financial advisor registered with RKL Private Wealth. Laurie has been in the financial industry for over 15 years, serving a diverse clientele including individuals, families, businesses, and charitable organizations. Laurie is a Certified Financial Planner and her expertise lies in financial planning, portfolio management, and investment management. Laurie is a partner of RKL LLP, the parent company of RKL Wealth.

SPECIALIZATIONS

ADVISOR BIO

Laurie Anne Siebert is a financial advisor registered with Valley National Advisers Inc. Laurie has been working in the industry since August 24, 2000. Laurie is a Certified Financial Planner™ and holds the Series 7, Series 63, and SIE licenses. Laurie provides financial planning and portfolio management services to individuals, businesses, and pension and profit-sharing plans.

SPECIALIZATIONS