Janel H. Lunny
Wealth Planning Associate
Nellie believes that financial planning is about more than numbers, it’s about helping families live with clarity and confidence. Nellie finds her greatest fulfillment in seeing clients’ relief when they realize they have the freedom to enjoy life without financial stress.
In her role as a Wealth Planning Associate, she works closely with Stage Harbor’s Wealth Advisors to construct comprehensive financial plans with a focus on retirement readiness and investment allocation strategies while being tax aware. Janel’s priority is to provide the Stage Harbor advisor team with the deliverables needed to allow clients to focus on what matters most. Additionally, she contributes to Stage Harbor’s investment committee with a focus on fixed income research.
A graduate of the University of Georgia with a degree in Financial Planning, Janel is actively pursuing her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Outside the office, Nellie enjoys traveling, attending sporting events, and discovering new books; always ready for her next adventure with friends and family.