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 educates clients about the importance of protecting their incomes and assets so they will be on firm footing as they plan for the future. She likes to work with millennials and women of all ages.
Quote: "No act of kindness is ever wasted." - Aesop
member since january 2018
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