MANAGING DIRECTOR, FINANCIAL ADVISOR

Lonnie Friedman brings over 25 years of financial experience to Taurus Wealth Management, Powered by LPL Financial. He works closely with individuals, multi-generational families, and retirees to create financial plans for all of life's different milestones. Lonnie is eager to dive into his work with clients by accessing their financial history and developing a strategy tailored to their unique needs. Lonnie values every client showing him ongoing support and loyalty. His favorite aspect of the job is helping clients focus on their destinations and goals for today and the future. Lonnie received his degree in finance from Penn State University and completed an internship on Wall Street, inspiring him to build his career in financial advising. He currently holds Series 7 and 63 registrations with LPL Financial.

Lonnie resides in Harrisburg with his wife, Daniele, but is originally from Queens, New York. He is an active member of the community and supports Olivia’s House, a grief and loss center for children located in York, PA. In his free time, Lonnie enjoys staying active at the gym, collecting rare old baseball cards, and driving a collection of exotic cars.