About:
Angela’s diverse experience in the investment industry began in 2008. She joined Lawley Retirement Advisors in April 2016 as a Retirement Account Executive and leads the service team.
Prior to joining Lawley Retirement Advisors, Angela was a financial advisor for AXA Advisors and Evans Bank. This allows Angela to draw from a diverse range of industry experience in helping lead the team and assist with clients’ needs.
In addition to earning her Series 7 License in General Securities, Angela holds both Series 66 and New York State Life, Accident and Health licenses.
Angela is responsible for conducting fiduciary plan reviews, plan design consulting, investment analyses and fee analyses. Additionally, Angela provides client investment reporting, legislative updates and employee education. A graduate of the SUNY Geneseo, she received a Bachelor of Arts in business administration.
Experience:
10 years of retirement and financial industry experience
Accreditations:
- Series 7 License in General Securities
- Series 66 License in Blue Sky Laws and Investment Advisory
- New York State Life, Accident and Health License
Education:
BA – SUNY Geneseo
Community and Pro Bono:
SPCA Erie County
