Community Foundation to Honor Marilee Falco with Service to Philanthropy Award
Allentown, Pa., June 5, 2018—The Lehigh Valley Community Foundation (LVCF) will honor Marilee Falco with its 2018 Service to Philanthropy Award. Falco is a principal, financial strategist, at Agili, a financial services firm, based in Richmond, Va., with offices in Bethlehem, Pa. The award will be presented at a reception for professional advisors at Lehigh Country Club on Thursday, June 21.
Each year, LVCF honors a professional advisor with the Service to Philanthropy Award. This award recognizes professional advisors who inspire philanthropy in the community and understands the diverse advantages of charitable giving for their clients, and the value of philanthropy in estate, retirement, and wealth management planning. Recipients of this award are chosen because they have matched their clients to the Foundation for philanthropic purposes.
As a financial strategist at Agili, Falco is responsible for client financial strategy and counsel, comprehensive financial planning and investment management. Before joining the firm, Falco was a vice president and financial advisor at Sovereign Bank. She previously worked at Morgan Stanley for 15 years.
Falco currently serves as president of Women United, an affinity group of the Greater Lehigh Valley United Way. During the Community Foundation’s 50th anniversary year in 2017, Women United partnered with the Foundation to raise awareness of human trafficking in the Lehigh Valley. She also serves as treasurer for the Greater Lehigh Valley Chamber of Commerce Chamber Foundation Board; president of the Women’s Giving Circle of Good Shepherd Rehabilitation; and is a board member of the Estate Planning Council of the Lehigh Valley.
“Marilee’s involvement in the community is exemplary,” said Bernie Story, president and CEO of the Lehigh Valley Community Foundation. “She is a great friend to the Community Foundation. We appreciate our partnership and her active role in working to help improve the quality of life in the Lehigh Valley.”
A CERTIFIED FINANCIAL PLANNER™, and Chartered Financial Consultant, Falco was a recipient of the Lehigh Valley Business “Women of Influence” Award, 2014. She holds a Bachelor of Arts Degree in Business Administration from Muhlenberg College.
Recent winners of the award include Bruce A. Palmer, CPA, Managing Shareholder, Buckno Lisicky & Company in 2017; Geoffrey Boyer, CFP, Boyer Financial Group in 2016; J. Marshall Wolff, Kressler, Wolff & Miller in 2015; Matthew Sorrentino, Esq., Norris McLaughlin & Marcus, P.A. in 2013.
The program sponsors include: