Marilee Falco, CFP®, ChFC®
Education & Certificates
B.A., Muhlenberg College
Certified Financial Planner™
Chartered Financial Consultant®
Professional Background
I started my career in Financial Services at Morgan Stanley in 1996 where I worked my way up from a Sales Assistant to a Financial Advisor and obtained my CFP® certification. I joined Agili in 2011, working as a Financial Strategist. In August 2024, I joined CW Advisors. I love the Fee-Only RIA model where we truly work as a Fiduciary for our clients, providing not only investment management but comprehensive financial planning.
Personal Interests
My happy place is my vacation home at the Jersey shore with my husband. We also love to travel, in Europe and across the US, often visiting our children in Los Angeles and Boston.
In my spare time, I enjoy giving back to our community. I currently serve on the Finance and Endowment Committees for the United Way of the Greater Lehigh Valley. I also serve on the Bethlehem Chamber of Commerce Board and sit on the Planned Giving committee for Northampton Community College, the Board of Associates for the Lehigh Valley Community Foundation, and a fundraising committee for the Girl Scouts of Eastern PA.