4 weeks ago
Retirement Plan Menu Design
Thoughtful investment menus can increase participation and a have a...
- With CAPTRUST Since 2021
- 610.865.2600
-
600 Hamilton St #900
Allentown, PA 18101
Laura Morganelli, CFP®
Financial Advisor
- Bethlehem, PA
- The Harry Potter series | Catch Me If You Can
- My grandparents that have passed, Lucille Ball, and Victoria Woodhull
- If you do what you love, you'll never work a day in your life. -Marc Anthony
- Integrity, reliability, and tenacity
Financial Advisors
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®
News & Resources
Retirement Plans
Endowments & Foundations
4 weeks ago
Fiduciary Tips for Nonprofits
For nonprofit leaders and investment committee members, understanding fiduciary responsibilities...
Wealth Management
4 weeks ago
10 Tips for Estate Planning
If you haven’t made a plan for what will happen...
Resources
1 month ago
Market Update | April 2023
Despite dramatic headlines this quarter, markets have delivered modest results....
