Senior Client Relationship Manager
Lori Simoncelli plays an integral role in the implementation of each client's comprehensive and unique financial plan. She is responsible for all aspects of client service, which includes researching and responding to inquiries, managing communications, and ensuring each client has a positive customer experience. Lori is also responsible for opening, managing, and maintaining accounts, which allows her to efficiently and effectively respond to all service requests. She joined Valenti Wealth Management in 2017 after 13 years with Merrill Lynch. With 30+ years of experience, she is 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.
Lori resides in Torrington and is originally from Litchfield. In her spare time she is a bassoonist with the Farmington Valley Symphony Orchestra and also enjoys golf, travel and spending time with family and friends. She received her Bachelors degree in Music and Economics from Indiana University in Bloomington, IN. Lori is also a Connecticut Notary Public.*
*Notary services are not provided through LPL Financial.