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Lara Dalton, CFP®

Wealth Advisor
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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

Featured in The News

Time Waits for No One so Don’t Pass Me By

May, 2020  |  Robert H. Wyche & Lara Dalton, CFP®  |  Blog

While the title may take you back to the classic rock era and create a sense of nostalgia and fond memories of how things used to be, the reality is that life as we know it has changed. Yes, we said it. Each day, we see and feel the effects the current pandemic has on […]

Money Masters: Handling Debt With a Dose of Realism

Sep, 2018  |  Lara Dalton, CFP®  |  Recent News

Money Masters: Judgement-Free Tips to Curb Your Spending

Aug, 2018  |  Lara Dalton, CFP®  |  Recent News

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