Marilee Falco

Financial Strategist at Agili

As a Financial Strategist at Agili, she is responsible for client financial strategy and counsel, comprehensive financial planning and investment management. Before joining their team, she was a Vice President and Financial Advisor at Sovereign Bank and also worked at Morgan Stanley for 15 years.

Education:

Bachelor of Arts in Business Administration, Muhlenberg College
Professional Achievements:

CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant
Recipient of Lehigh Valley Community Foundation Service to Philanthropy Award, 2018
Recipient of the Lehigh Valley Business “Women of Influence” Award, 2014
Community Involvement:

Treasurer, Greater Lehigh Valley Chamber of Commerce Chamber Foundation Board
President, Women United, an affinity group of the Greater Lehigh Valley United Way
Board Member, Greater Lehigh Valley United Way
Board Member, Estate Planning Council of the Lehigh Valley
Core Team, Women’s Giving Circle of Good Shepherd Rehabilitation