Women Facing Life Changes: How We Can Help

Happy Women’s History Month!

In honor of Women’s History Month, we are pleased to spotlight Lucy De Robertis, Client Relationship Specialist at Baron Financial Group since 2005. For over twenty-one years, our clients have benefited from Lucy’s knowledge and experience, and dedication to her work. 

“Lucy has been someone our clients and our team have relied on for more than two decades.
We’re very grateful to have her at Baron.”
~Victor Cannillo, Founder & Partner, Baron Financial Group

Clients appreciate Lucy’s impressive organizational and problem-solving skills, starting with onboarding as a new client and continuing throughout their partnership with Baron. Her ability to multi-task is one of her greatest strengths. She connects closely with all of our clients with her natural ease of conversation and warm sense of humor.

Prior to joining Baron, Lucy worked in the consumer electronics industry. In her spare time, she enjoys spending time with her family, reading and drawing.  Lucy was born in Italy, moving to the U.S. at age eleven. She is fluent in Italian and makes a mean Sunday Sauce!

We are fortunate to have this hard-working, caring individual on our team and a member of the Baron family!  

You can read more about Lucy here.

At Baron Financial Group, we understand the importance of women taking control of their finances and have experience providing financial guidance to women at different stages of life. Through our Financial Life Planning process, we are here to help answer the questions that don't always fit onto an investment statement.

We can help you with questions, like:

• How do I organize my finances if my spouse unexpectedly passes away?
• What are the financial steps to take when going through a divorce?
• Do I need to help elderly parents with their care and finances?
• How do I navigate a job change?, etc.

If any of these questions resonate with you, please contact us. We are here to help!

Baron Financial Group Financial Advisors, Victor Cannillo, Anthony Benante & James Suazo are humbled to be Women’s Choice Award recipients.  You can read more about the award criteria and disclosures here.

Disclosure: This is a general communication being provided for informational purposes only. This material is not intended to be relied upon as a forecast, research, tax or investment advice.   Past performance is no guarantee of future results. Every investment strategy has the potential for profit or loss. The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the investment adviser’s clients.  Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program.  The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.