Financial Planning Assistant
Lori Simoncelli is responsible for all aspects of client service which includes setting appointments, responding to client inquiries, sending emails and ensuring clients experience exceptional service. Lori is also responsible for opening, managing and maintaining client accounts which allows her to answer many client questions on the spot or to appropriately research more involved inquiries. She joined Valenti Wealth Management in 2017 after 13 years with Merrill Lynch. Her 28 years of industry experience has made her a valued team member. Lori is a Registered Representative and holds FINRA Series 7, 9/10 & 66 registrations through LPL Financial along with CT Life, Accident and Health Insurance license.
She received her Bachelor’s degree from Indiana University in Bloomington, IN. Lori is also a Connecticut Notary Public.*
*Notary services are not provided through LPL Financial.