Janet Lauletta

Janet brings over 15 years of experience to her role, having started her career in the mortgage banking industry before transitioning into financial services. She joined the team prior to its merger with Wealth Advisory Group and has been a valued member ever since.

Janet thrives on the variety her work offers—from assisting representatives to setting up new clients and maintaining established accounts. She values the respectful, flexible culture at the firm, appreciating the strong communication and mutual respect that supports both her and her colleagues.

Over the years, Janet has adapted to significant technological changes, evolving from managing paper-based processes to handling fully electronic applications and client services. One of her most memorable moments includes attending a Nutcracker performance at Lincoln Center during a staff day in Manhattan.

She enjoys working with a team where open dialogue is encouraged, and knowledge-sharing is part of the culture, especially during the informative and enjoyable monthly new business development meetings.