Marilee A. Falco, CFP®, ChFC®
Marilee is a Financial Strategist responsible for client financial strategy & counsel, comprehensive financial planning and investment management. She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant.
Marilee serves as the President of the Women’s Business Council of the Greater Lehigh Valley Chamber of Commerce. She also serves on the Board of Governor’s for the GLVCC and is a member of the Women’s Leadership Initiative of the United Way of the Greater Lehigh Valley.
Prior to joining JoycePayne Partners, Marilee was a Vice President and Financial Advisor at Sovereign Bank. She spent 15 years at Morgan Stanley Smith Barney, where she provided comprehensive financial advice to affluent families and business owners.
Marilee and her husband Louie reside in Allentown.
Bachelor of Arts in Business Administration, Muhlenberg College