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Kait Lawrence

Client Service Operations Associate

Scottsdale

kaitlin.lawrence@paralleladvisors.com LinkedIn

Expertise

Asset Management
Financial Planning
Retirement Plan Services
Family Office Services
Trust Services

Estate & Wealth Transfer
Endowment, Foundation & Tax-Exempt
Organizations
Tax Planning & Optimization
Divorce Financial Services

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Parallel Advisors is an SEC registered, independent wealth management firm.