Lauren D. Toli
Financial Consultant
With more than 21 years of experience in the financial services industry, Lauren understands that serving clients' financial and investment needs begins with building strong, lasting partnerships. She focuses on listening to each client because she believes everyone's needs and financial goals for the future are unique.
Lauren served as Vice President/Trading with Fidelity Investments for 21 years and, more recently, as Currency Management Officer with State Street. She holds her Series 7, 63 & 55.
Lauren is a graduate of Stonehill College with a Bachelor of Arts in Communications and Business minor, while completing graduate level courses toward a Suffolk University MBA.
She has served as Trustee for the Albanian Archdiocese in America since 1990 and is a member of the St. George Cathedral investment committee, advising team round table.
Lauren resides in Dedham, MA with her husband Michael and daughter Jordan. In her free time, she enjoys golfing, going to the beach and spending time with her family.
Securities
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Highland Financial Group – Portsmouth, NH is not owned or operated by Equitable Advisors, LLC or its affiliates.