John Gagliardi Joins Lafayette Federal Credit Union as SVP Wealth Management
Role will see him lead and expand recently announced Lafayette Private Wealth
Rockville, MD– Lafayette Federal Credit Union is pleased to announce the appointment of John Gagliardi as Senior Vice President, Wealth Management. Gagliardi brings nearly 40 years of financial services industry experience to the credit union, having previously held positions at SunTrust Investment Services, Citigroup, and Bank of America amongst others.
Most recently, Gagliardi held the position of Regional Manager of Wilmington Advisors at M&T Bank where he managed 24 financial advisors in Washington, DC, Virginia, West Virginia, Maryland, and Pennsylvania. During his 11-year tenure with M&T Bank, he developed personalized financial strategies to aid his clients in meeting their unique needs and long-term objectives, as well as mentored his team to support their own clients in achieving success.
In his new role as SVP Wealth Management, Gagliardi will also serve as program manager for Lafayette Private Wealth, the credit union’s recently launched wealth management program with Raymond James Financial Services, Inc. With his broad background overseeing successful teams of advisors and building strong wealth management strategies, Gagliardi will bring to the credit union’s members expanded services, enhanced resources, and a focus on a personalized approach from Lafayette Private Wealth’s team of trusted professionals. Lafayette Private Wealth will include services such as estate planning and tax planning.
“We are thrilled to welcome John to our senior leadership team at Lafayette Federal Credit Union,” stated President and CEO B. John Farmakides. “His deep industry expertise, combined with a genuine passion for working closely with clients, understanding their unique financial situations, and crafting personalized plans to help them achieve their goals, aligns perfectly with our mission to empower members throughout every stage of life.”
John Gagliardi holds his Bachelor of Science in Business Management from Salem University in Salem, West Virginia and was honored with the Chairman’s Club Award in 2018, 2019, and 2023.
About Lafayette Federal Credit Union
Lafayette Federal Credit Union is a leading financial institution serving the Washington, D.C. area and across the U.S. Since its founding in 1935, Lafayette Federal has been dedicated to providing comprehensive financial services and offering a variety of products and services, including savings and checking accounts, loans, mortgages, and investment solutions. With assets over $2 billion and more than 56,000 members worldwide, Lafayette Federal operates 11 full-service branch offices in the District of Columbia, Maryland, and Virginia and offers global access via the shared branch/ATM network and 24/7 electronic services. The credit union focuses on delivering top-notch member experiences and Lafayette Federal is committed to helping individuals and communities reach their financial goals.
About Raymond James Financial Services, Inc.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Lafayette Federal Credit Union and Lafayette Private Wealth are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Raymond James does not provide tax or legal advice.
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