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Miranda Lazzara

Miranda Lazzara

Wealth Advisor, Office Manager

Miranda provides comprehensive financial planning, specializing in working with women small business owners, individual and families in the wealth accumulation stage, and pre-retirees on wealth and risk management. She began her financial career working as a Compliance Associate for an Office of Supervisory Jurisdiction (OSJ) in 2016 and transitioning to a Financial Paraplanner working in concert with advisors in 2018.

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

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