CoverProfile

Lela McCaffrey

Senior Wealth Advisor

Marble Trail Financial

United States, Virginia, Richmond

About Me

Lela grew up in New Jersey, but came to Vermont for college, attending St. Michael’s College for Philosophy. After several years of moving around the country seasonally, Lela returned to Vermont to work at the Vermont Youth Conservation Corps, first as a Park Ranger, and then moving into the office and ultimately becoming Business Manager. It was here that Lela’s love for numbers showed itself, and back to classes she went, taking classes to allow her to sit the CPA exam, and becoming licensed in 2006. After many years working in public accounting, Lela got tired of having to refer clients out when they were looking for financial planning services, and again returned to classes to enable her
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Profile Information

Senior Wealth Advisor

Marble Trail Financial

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Richmond

Virginia

United States

May 15, 2024

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