• ABOUT US
    • OUR STORY
    • MEET THE TEAM
    • OUR APPROACH
    • HOW WE CONSULT
    • VISION & VALUES
    • ADVISORY BOARD
    • LEXCARES
    • RESOURCE CENTER
  • WHO WE SERVE
  • HOW WE ARE DIFFERENT
914.468.8900 info@lexcowealth.com
  • ABOUT US
    • OUR STORY
    • MEET THE TEAM
    • OUR APPROACH
    • HOW WE CONSULT
    • VISION & VALUES
    • ADVISORY BOARD
    • LEXCARES
    • RESOURCE CENTER
  • WHO WE SERVE
  • HOW WE ARE DIFFERENT


LIANA TRIOLO

OFFICE MANAGER / SECURITIES PRINCIPAL

ltriolo@lexcowealth.com

Liana Triolo is the Office Manager and Securities Principal at LEXCO Wealth Management, where Liana is responsible for organizing a diverse range of office operations and procedures. In addition to operational tasks, her responsibilities also include client services and marketing.

Before joining LEXCO, Liana earned her degree in Studies in Special Education and Psychology at SUNY Cortland. Following her graduation, Liana worked for First Empire Securities where she held a variety of different support positions gaining experience in office administration, marketing and customer service. Liana also holds FINRA Series 7, 63 and 24 securities registrations with LPL Financial.

« BACK TO TEAM PAGE




  •  
  • MAIN OFFICE (NY)

    120 White Plains RoadTarrytown, NY 10591

    914.468.8900

    Office Of Supervisory Jurisdiction

  • BRANCH OFFICES

    Tarrytown, NY
    Middletown, NY
    Poughkeepsie, NY
    Montvale, NJ


  • Designed by ♛ Rich Media™
©2023 LEXCO Wealth. All rights reserved.