Friday, September 06, 2019
Lorraine R. Salvo, CFP®, CDFA® joined Palisade Capital Management in September 2019 as Managing Director, Private Wealth Management and Head of Financial Planning. In her role, Ms. Salvo is responsible for overseeing Palisade’s private wealth management financial planning process while also serving as an advisor to high net worth client relationships.
Ms. Salvo has experience developing customized investment portfolios; providing education, retirement, and estate planning advice; generating cash flow analysis; and assessing risk tolerance and time horizon. She regularly liaises with clients' CPA's and attorneys to enhance communication while managing the investment process, trouble-shooting issues, and enhancing tax planning. Prior to joining Palisade, Ms. Salvo served as Managing Director, Client Advisor with Massey Quick Simon & Co, LLC for 15 years. There, she advised clients regarding diverse aspects of wealth management so they can spend less time worrying and more time enjoying the life they worked hard to build. Ms. Salvo received her undergraduate degree from Hartwick College and has earned the Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®) professional designations.
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