Avery Lacourciere

As a Client Relationship Manager, Avery supports to the team across all areas of the Wealth Management process, including Financial Planning, Investment Research, and Client Service. After completing a summer internship with the firm in 2024, Avery continued to work part-time through her senior year of college before joining full-time in May 2025. She is actively preparing for the securities exams. 

Education

A 2021 honors graduate of Lyme-Old Lyme High School, Avery went on to earn a Bachelor of Science in Finance, Cum Laude, from the University of Tampa in the spring of 2025. During her time at UT, she pursued concentrated minors in both Economics and Marketing, allowing her to bring a well-rounded perspective to client engagement and market strategy. 

Community

Avery resides in Old Lyme. Outside the office, she enjoys spending time at the beach, all things fitness, and working on her golf game.