Laura Morganelli

Laura Morganelli, CFP®

Financial Advisor

Contact CAPTRUST

Laura Morganelli is a wealth management financial advisor based in Allentown, PA.

Laura joined CAPTRUST in 2021 and serves as a wealth management financial advisor. She is responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives.

Prior to CAPTRUST, she served as a financial advisor with Abacus Wealth Partners. Laura has been in the industry since 2013 and holds the prestigious CFP® certification.

Education

Bachelor of Science degree in accounting from DeSales University

Industry Designations

CERTIFIED FINANCIAL PLANNER™

Allentown, PA

600 Hamilton St #900
Allentown, PA 18101

View Location

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.

Wealth Management

Second Quarter Investment Strategy | Narrow and Broad

Wealth Management

Market Update | July 2024

Wealth Management

Life Insurance Basics

Wealth Management

Trust Basics

Wealth Management

Six Keys to More Successful Investing

Wealth Management

The Three Pillars of Wealth Management

Wealth Management

Valuation Discounts for Gift and Estate Tax Savings

Wealth Management

Four Steps to Take Now to Retire Well (Webinar Recording)

Wealth Management

Market Update | April 2024

Markets & Investing

First Quarter Investment Strategy | Powering Uphill