Miranda Lazzara

Miranda Lazzara

Financial Paraplanner, Office Manager

Miranda Lazzara works in concert with our wealth advisors and is responsible for collecting and verifying quantitative detailed information required to prepare a financial plan.  Miranda has experience in operations, transition and compliance.

Miranda has earned a Bachelor of Arts degree in Economics from the University of Connecticut in 2018.  She has successfully completed the FINRA administered series 7 & 66 examinations, as well as, Massachusetts State Life & Health Insurance exams.  Currently Miranda is studying for the Certified Financial Planner (CFP®) designation.

Miranda resides in Shrewsbury, MA. In her spare time, she enjoys hiking, kayaking and spending time with friends and family.