After several years in the banking industry, Lori transitioned to the wealth management arena where she has been providing elite service for the last 15 years. When she joined the Raymond James team in 2022, she began her partnership with Beau Riggs.
Leading with a client first mindset, she offers exceptional service to our clients while utilizing her extensive knowledge of industry standards and practices. Lori cultivates and enhances new and existing client relationships by being the first point of contact for client requests.