With more than 24 years of experience in financial planning and investment management, Lori Bagwell has the accumulated knowledge and perspective to help you with your financial goals. Lori understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Lori will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Lori plans to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.
Based on what she learns about you and your goals and an analysis of the current financial markets, Lori designs a customized investment strategy based on your needs. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Lori puts it into action and seeks opportunities to adapt to life changes and new goals.
Lori has earned the Private Wealth Advisor designation from Raymond James. This designation reflects her experience in managing the concerns of families, individuals and organizations of significant wealth, and her mastery of methods and resources necessary to support their expansive financial interests.
Lori began her career in 2000 as a financial advisor with A.G. Edwards, which later became Wells Fargo Advisors. In 2008, she became a branch manager at Wells Fargo and held the position until joining Raymond James in 2015.
Lori resides in Climax, Michigan with her husband, Doug and their two sons, Jack and Leo. She is a trustee of the Climax-Scotts Community School Board, a trustee of the Climax-Scotts Community Schools Foundation and a member of the Leroy Township Planning Committee. Away from the office, Lori is an avid sports mom and enjoys spending time with family, playing cards, cycling and reading.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations.
AAMS® and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.