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Lois L

Series 63, Series 65

Westport, CT

Gladstone Wealth Partners

Lois Lingner Aiello is a financial advisor with Gladstone Wealth Partners, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has previously worked at Morgan Stanley Wealth Management and LPL Financial. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 advisors. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with an emphasis on retirement-plan services and institutional manager relationships.

ESG / Sustainable investing Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Retired Mid-Career Professionals
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