Lara’s focus is to provide comprehensive wealth planning for our clients through customized and integrated trust, estate, and multigenerational strategies. She collaborates with the investment, planning, and client service departments to coordinate Waldron’s Family Office Service Offering . Prior to joining Waldron, Lara worked at Morgan Stanley and UBS in Fort Lauderdale, FL for seven years. She specialized in investment strategy, financial planning and relationship management for high net worth families.
A Pittsburgh native, she now splits her time between Pittsburgh and along 30A near Rosemary Beach, FL where she is a member of the Estate Planning Council of the Emerald Coast. Lara enjoys traveling, cooking for her friends and family, and outdoor sports including hiking, skiing, and paddleboarding.
Education & Certifications
B.S. International Business, Florida International University Certificate in Financial Planning,
Kaplan University CERTIFIED FINANCIAL PLANNER™ Professional
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