Advisor at Wexler Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Wexler Enterprises, LLC d/b/a Wexler Financial Group
2020 - Present (6 years)
Transamerica Financial Advisors, Inc
2018 - 2020 (2 years)
World Financial Group, INC.
2018 - 2020 (2 years)
Wexler Enterprises, LLC d/b/a Wexler Solutions
2016 - 2022 (6 years)
Wexler Enterprises, LLC d/b/a Assured Language Solutions
2002 - 2022 (20 years)
ChFC®, Series 66
Sturbridge, MA
Edward Jones
Series 66
Charlton, MA
Edward Jones
ChFC®, Series 66
Palmer, MA
Edward Jones
Series 66
Auburn, MA
Edward Jones
Series 63, Series 65, Series 66
Worcester, MA
Edward Jones
Series 66
Sturbridge, MA
Merrill
Christina Lafortune is a Senior Financial Advisor at Merrill Lynch Wealth Management in Worcester, Massachusetts. Since joining the firm in 2011, she has provided financial guidance to a diverse range of clients including non-profits, business owners, executives, and families. Christina co-leads The Smith-LaFortune Group, focusing on investment management, retirement planning, insurance solutions, banking services, and customized wealth preservation strategies. Christina holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Science degree from Westfield State College and a Master of Business Administration in Accounting from Fitchburg State University. Beyond her professional role, Christina is involved with community organizations such as the Girl Scouts of Central and Western Massachusetts, Habitat for Humanity, and the Worcester County Food Bank. She resides in Sturbridge, Massachusetts with her husband and children and maintains personal interests in boating, camping, cooking, gardening, hiking, pottery, traveling, yoga, and spending time with family.
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.
