Lori helps serve our clients with the ability to make them feel as if they are the most important person in the room. She works hard on their behalf and is attuned to listening to and resolving their concerns and needs.
“I relate well to people and truly care about our clients,” Lori says.” I enjoy building relationships with them. The heart of our business is the relationships we’ve built on trust and respect.”
Lori holds Series 6, 7, 63 and 66 securities licenses and has more than 32 years of combined experience in the financial services and insurance industries. “Being securities registered and insurance licensed, I bring a level of continued education, knowledge and experience to our clients,” Lori says.
Always striving to be honest and conscientious, clients can count on Lori for timely, accurate and meaningful answers to their questions. “My job is to listen first, then make sure that the client is understood and responded to in a capable fashion,” Lori adds.
A skillful problem-solver, Lori draws upon her deep knowledge of the financial industry to access the best strategy for each situation. You can always feel confident in contacting Lori with any issue or concern.
Before joining Raymond James in 2018, Lori was a registered client associate with Wells Fargo Advisors for five years. Previously in her career, she spent 15 years at Merrill Lynch as a registered client associate and branch manager assistant. Earlier, she worked at several independent financial firms and began her career in 1991 at Prudential Insurance.
Lori is a native of Louisville and has lived in Mount Eden, Kentucky, for the past 16 years. She is married to Michael, and they have four children, Brandon, Lauren, Addison and Ava. Over the years, Lori has volunteered with her church and as a sports mom for various teams her daughters have played on. “Today, all of my time is taken up watching my youngest daughter play basketball, driving her around and also trying to get in visits with my daughter at college,” Lori says.
