MANAGING DIRECTOR, FINANCIAL ADVISOR

With more than 25 years of experience in the financial services industry, Lonnie Friedman provides comprehensive wealth management guidance to individuals, multi-generational families, and retirees. At Taurus Wealth Management, Powered by LPL Financial, he works closely with clients to develop personalized strategies that align their financial resources with their long-term vision, helping them navigate life's opportunities and complexities with confidence.

Lonnie believes exceptional financial advice begins with understanding the people behind the portfolio. By taking the time to gain a comprehensive understanding of each client's financial history, goals, values, and aspirations, he develops customized wealth management strategies designed to evolve alongside their changing needs. His approach is rooted in transparency, thoughtful planning, and enduring relationships, with a steadfast commitment to helping clients preserve and thoughtfully manage their wealth across generations.

A graduate of Penn State University with a bachelor's degree in Finance, Lonnie discovered his passion for wealth management during an internship on Wall Street. That experience laid the foundation for a career dedicated to delivering strategic guidance and personalized service to clients seeking clarity and confidence in their financial lives. He currently holds FINRA Series 7 and Series 63 registrations through LPL Financial.

Originally from Queens, New York, Lonnie now resides in Harrisburg with his wife, Daniele. He is committed to giving back to the community and proudly supports Olivia's House, a grief and loss center serving children and families in York, Pennsylvania. Outside the office, he enjoys maintaining an active lifestyle, collecting rare vintage baseball cards, and appreciating fine automobiles.