Lelia Mander | Financial Representative

WEALTH ADVISORY GROUP | WWW.WAGROUPLLC.COM
LELIA_MANDER@WAGLLC.COM | (646) 275-6725

About: Lelia is a financial representative at Wealth Advisory Group, an agency in midtown Manhattan. She helps clients understand and organize their financial picture. Together, Lelia and her clients create comprehensive strategies so that her clients can live more comfortably while feeling secure and confident about their future. She cares passionately about this work because she learned, first hand, the pitfalls of inadequate planning in her own life. One can come from privilege, one can assume money will never be a concern and that nothing bad will ever happen. But one does so at great risk. The first step in facing this risk is gaining knowledge.

Lelia changed careers after twenty years in the book publishing industry so that she could help others in this very personal and important aspect of their lives.

Born in Chicago, Lelia grew up in New York City. She attended Yale University and graduated with a BA in history. After college she returned to New York, where she now lives with her husband and their two teenage sons. In addition to her work as a financial representative, she volunteers with organizations that help women in shelters and recently incarcerated young adults develop job interviewing skills. She is also a writer of fiction and memoir and is an avid reader.

Specialties: Lelia educated clients about the importance of protecting their incomes and assets so they will be on firm footing as they plan for the future. She like to work with millennials and women of all ages.

Quote: "No act of kindness is ever wasted." - Aesop

Connect: Contact Lelia at lelia_mander@wagllc.com or at (646) 275-6725, or visit her website below!


Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Advisory Group LLC is not an affiliate or subsidiary of Guardian. 2018-54919 02/20

Lynn Jacobowski | Registered Representative

WEALTH ADVISORY GROUP | WWW.WAGROUPLLC.COM
LYNN_JACOBOWSKI@WAGLLC.COM | (917) 825-6114

About: Lynn is a registered representative of Wealth Advisory Group. She has built a career in finance since graduating from college, working as a sales trader on both convertible bond and options sales. While she learned a lot about the financial world during this phase of her career, her outlook changed when a family members was stricken with Alzheimer's, and she left the workplace to provide extra care. It was during this time that she recognized that many families and individuals are not adequately equipped when it comes to their personal finances. In her current role she educates people on the importance of protecting their income and assets and then growing their wealth.

Specialties: Lynn focuses on succession planning for individuals and small businesses.

Quote: "If there is a slight chance at getting something that will make you happy, risk it. Life's too short, and happiness is too rare." - A.R. Lucas

Connect: Contact Lynn at lynn_jacobowski@wagllc.com or at (917) 825-6114, or visit her website below!


Registered Representative of Park Avenue Securities LLC (PAS), 335 Lexington Avenue, 9 Fl., New YOrk, NY 10017, 212-541-8800. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment adviser. Financial Representative, The Guardin Life Insurance Company of America (Guardian), New YOrk, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC. 2018-54886 2/20

Shannon McNulty | Attorney

LAW OFFICE OF SHANNON P. MCNULTY | WWW.MCNULTY-LAW.COM
SHANNON@MCNULTY-LAW.COM | (212) 431-7526

About: Shannon has practiced law for over 15 years. She earned her Juris Doctor from Georgetown University Law Center cum laude and received her LL.M. in Taxation from New York University School of Law. She subsequently earned the CERTIFIED FINANCIAL PLANNER™ designation, which enables her to provide her clients with tax and legal planning solutions that fit into the context of their larger financial picture.

Shannon enjoys developing meaningful, long-term relationships with with her clients and supporting them as their situations change and their families grow. Shannon views estate planning as the perfect mix of helping people and working on stimulating financial and legal issues. 

Specialties: Shannon's practice focuses on providing comprehensive tax and estate planning advice for New York City families who are looking for a long-term relationship with a trusted attorney. Shannon's clientele reflects the multinational diversity of New York City, and she regularly provides tax and estate planning advice to individuals and families with international planning needs. 

Quote: "The difference between ordinary and extraordinary is that little extra."
- Jimmy Johnson

Connect: Contact Shannon at shannon@mcnulty-law.com or at (212) 431-7526, or visit her website below!

Loretta Bricchi Lee | Associate Real Estate Broker

CITI HABITATS | WWW.CITIHABITATS.COM
LOLEE@CITIHABITATS.COM | (646) 456-3112

About: Originally from Italy, near the city of Milan, Loretta Bricchi Lee studied at the University of Pavia in Italy. She was a reporter for national Italian publications for quite some time before getting involved in interior design, which she found to be a wonderful extension of her creativity. Her interest in living spaces brought her to real estate, where she achieved the status of Associate Broker and was awarded the Certified Negotiation Expert (CNE®) designation by the Real Estate Negotiation Institute (RENI) and the Outstanding Customer Service Award for 2017. She gets a deep sense of satisfaction in guiding her clients through the difficult and stressful process of buying, renting or selling a property while establishing a profound bond of trust.

Loretta Bricchi Lee lives on the Upper West Side with her husband and their teenage daughter who will go to college in the summer.

Specialties: Loretta guides clients who transition from renting to purchase or are upgrading or downsizing, as well as investors interested in entering the New York market and, subsequently, in renting out their properties. Her skills in interior design helps her visualizing each space and its full potential and her customer service orientation ensures successful transactions and satisfied clients.

Quote: "What you do when you don't have to determine what you will be." - Rudyard Kipling

Connect: Contact Loretta at Lolee@citihabitats.com or at (646) 456-3112, or visit her website below!

Leslie Lawrence | Senior Advisor, Private Clients

J. W. Allen Insurance Brokers | JWALLENCO.COM
LLAWRENCE@JWALLENCO.COM | (212) 227-6875

About: Leslie is a personal risk advisor with J.W. Allen, a family owned boutique property and casualty insurance brokerage based in Manhattan serving clients in the tri-state area and beyond. She works with individuals and families to protect their wealth, assets and lifestyle by understanding their unique needs and risk philosophy and designing a program that best meets those needs. Everyone needs insurance. Leslie provides the personalized and customized service that gives her clients confidence and peace of mind.

Raised in the U.S. and England, Leslie attended Barnard College in New York City before returning to London for 5 years. Her career focused on working closely with people - from resolving customer issues at News UK, to relationship and team management at Mercer HR and ADP. She took time off to raise two boys, and get involved in her community in Rowayton, Connecticut where she served as President of the Elementary School PTA and then as President of the Board of Shakespeare on the Sound. In 2014 Leslie joined the family firm - J.W. Allen and in 2017, completed her Chartered Personal Risk and Insurance Advisor (CPRIA) designation from the Personal Risk Management Association.

In her spare time, Leslie can be found reading, traveling, and seeking out stories from strangers. She's an active participant of The Nantucket Project's Neighborhood project for which she is a conversation host.

Specialties: Leslie specializes in working with successful individuals and families seeking customized solutions for their personal insurance needs. She focuses on working with families looking for a high level of service with a premiere insurance provider. She enjoys getting to know her clients and providing the personal attention that gives them the confidence that their needs are being met.

Quote: "People will forget what you said, people will forget what you did, but people will never forget how you made them feel." - Maya Angelou

Connect: Contact Leslie at llawrence@jwallenco.com or at (212) 227-6875, or visit her website below!