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Lawrence F

Series 63, Series 65

Morristown, NJ

LPL Financial

Lawrence Forlenza is a financial advisor with LPL Financial in Morristown, NJ, holding Series 63 and 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James Financial Services. He also operates Morristown Wealth Management as a DBA for his LPL business. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing model portfolios, third-party research, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Don G

Series 63, Series 66

Morristown, NJ

LPL Financial

Don Giovanello Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at Raymond James Financial Services and co-founded Morristown Wealth Management, where he remains active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Gian P

CFP®, Series 66

Morristown, NJ

LPL Financial

Gian Paolella is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials, and has 12 years of industry experience. He previously worked at Raymond James Financial Services and New York Life Investments, and he is also affiliated with Morristown Wealth Management LLP. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and technology-driven solutions.

College savings (529s, UTMA, etc.)
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