Julianne Lepo Honored for Extensive Experience in Investment Management

    BUFFALO, NEW YORK, November 20, 2013 /24-7PressRelease/ -- Financial Consultant and Adviser, Julianne Lepo, has been recognized for showing dedication, leadership and excellence in financial planning.

Born and raised in a small town outside of Portland, Oregon, after schooling, Mrs. Lepo moved to Buffalo, New York. She has raised her family and established her career here in Buffalo.

With 17 years of experience in the financial planning field, Mrs. Lepo is known for her expertise in one-on-one client interaction, beneficiary planning and protection strategies. Daily, she is tasked with advising, educating and informing on investment strategies, retirement planning to include 401(k) and IRAs, as well as how to create and protect wealth. Mrs. Lepo focuses her advisory efforts to woman's groups, non-for profit organizations, individuals and families. She became a financial adviser with LPL Financial in October 2013 after 17 years with M&T Bank.

Mrs. Lepo attributes her success to her community involvement, mentoring skills, strong leadership and her desire to assist with goals and objectives. She became involved in her profession because she started her career as an administrative assistant in insurance, subsequently learning the business from the ground up.

A recent inductee into Worldwide Branding, Mrs. Lepo is pursuing a certification as a chartered financial consultant. In addition, she holds 6, 63, 7, 65 registrations and is life, accident and health insruance licensed.

In the years ahead, Mrs. Lepo expects to grow her business, add to her team and increase the breadth and scope of her client base.

For more information about LPL Financial, visit http://www.lpl.com.

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member of FINRA/SIPC.

About Worldwide Branding
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We presently have two offices, but we are headquartered on Long Island. Our team comprises more than 100 staff members and spans 10 key departments.

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Contact:
Ellen Campbell
Director, Media Relations
[email protected]

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