Lauri Spargo in

Lauri Spargo

Chief Operating Officer, The Kelton Financial Group at Raymond James
📍 Albany, New York, United States

Lauri Spargo is the Chief Operating Officer for The Kelton Financial Group, managing firm-wide operations from client services to staffing. She holds Series 7 and 66 licenses and earned a Bachelor of Science from Sacred Heart University after starting her career in government.

Outside of work, Lauri is an avid scuba diver and a certified PADI Divemaster. She also enjoys a variety of hobbies including traveling, boxing, reading, playing the piano, and spending time with her two dogs, Oliver and Stella.

Interesting fact: Lauri transitioned to finance after serving as a Chief of Staff in the New York State Assembly.

Read the full overview →
Experience
16 Years
Current Role
Chief Operating Officer, The Kelton Financial Group
Job Level
Leadership
Location
Albany, New York, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities

Topics Lauri cares about

Financial Operations
As COO, she directs the overall operations of The Kelton Financial Group, a key member of the leadership team.
Scuba Diving
An avid scuba diver, she has earned her certification as a PADI Divemaster, indicating a serious commitment to the hobby.
+6 more topics Login to view topics
Career

Work history

9-2019
Chief Operating Officer, The Kelton Financial Group
Raymond James
2005 - 2007
Associate Financial Advisor
Raymond James
2001 - 2005
Associate Financial Advisor
Waddell & Reed
1997 - 2001
Chief of Staff
New York State Assembly
Associate Financial Advisor
Raymond James
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science
Sacred Heart University
Education details unavailable
Guilderland Central High School
Economics
St Lawrence University
Social presence
in

Other Raymond James Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Lauri. Free, 10 seconds.