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Lara Dalton, CFP®

Wealth Planning
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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. In addition, she guides the development and implementation of Waldron’s concierge service vision. Prior to joining Waldron, Lara worked at Morgan Stanley and UBS in Florida for seven years. She specialized in investment strategy, financial planning and relationship management for high net worth families. A Pittsburgh native, she moved back home and now lives in the city in Point Breeze. Lara enjoys traveling, cooking for her friends and family, and outdoor sports including hiking and skiing.

Education & Certifications
B.S. International Business, Florida International University Certificate in Financial Planning, Kaplan University
CERTIFIED FINANCIAL PLANNER™ Professional

Featured in The News

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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