Lori Fernicola joined Castle Wealth Management in April 2021 as a Financial Planner.
Lori earned a Bachelor of Science in Finance and a Bachelor of Science in Economics, both from the University of Florida. She passed her Series 7 General Securities Representative Exam, Series 55 Limited Representative Equity Trader Exam, Series 63 Uniform Securities Agent State Law Examination, and Series 66 Uniform Combined State Law Exam. Lori earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in March 2019.
Lori began her career in New York City as an analyst for Morgan Stanley’s options and equity swaps institutional trading desk. She later joined Bank of America Merrill Lynch as a vice president and relationship manager in Prime Brokerage.
After 12 years in NYC, Lori moved back to her home state of Florida with her husband and two sons and resides in Wellington, Florida. She served on the board of the non-profit Horses That Help, which offers free horseback riding to special needs youth. As a parent of a son with special needs, Lori understands the uncertainty of the future and is passionate about helping other special needs families find the local support and financial resources they need.