Linda Migliazzo,

CFP® Senior Registered Client Service Associate

Authenticity, integrity, approachability and transparency define the values in which Linda interacts with clients. Seeking to build enduring clients relationships, Linda often proactively addresses service issues before they arise. Linda’s history as a US Navy Veteran and her dedication to community service with the Boy Scouts of America provide valuable insights to clients and the organizational culture of our team.

Linda has committed more than two decades serving clients. With a continued focus on enhancing her industry knowledge, Linda obtained the prestigious CERTIFIED FINANCIAL PLANNER® certification in 2012.

Certifications: CERTIFIED FINANCIAL PLANNER®, Series 7 and 66 security licenses, Life and Health Insurance

Education: Bachelor of Business Administration and Management – Park University

Interests: Spending Time with Family, Travel and Volunteering with the Boy Scouts of America

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