Lorianne Montanez
Loriann Montanez Senior Registered Client Associate

Lori’s primary role is to help ensure that our client’s operational and administrative needs are met with discretion, care and efficiency. With an ever present smile, she aspires to provide the highest level of service to our team and clients.

Lori has been in the financial services industry for over 20 years. Prior to joining Raymond James in 2018, she was affiliated with Wells Fargo Advisors and Smith Barney.

Lori is Series 7 and 63 registered. She studied at Brooklyn College and was a member of Alpha Xi Delta Sorority.

Lori lives in Oceanside, NY with her husband Paul - a NYC Fireman - and their son Mason, who aspires to be the same as his Dad when he grows up. Lori enjoys reading, crocheting and photography.

Raymond James is not affiliated with the above organizations and/or charitable causes.