Financial Advisor
Lori strives to provide her clients with the highest level of personal service and care, delivered with enthusiasm, honesty and dependability. She plays an integral role in helping her clients formulate investment strategies designed to leave lasting legacies for future generations through tax and estate planning. Her focus is to sit on the same side of the table with her clients and help them navigate through the often overwhelming task of retirement, estate and educational planning.
Lori graduated from the University of Arkansas at Little Rock with an emphasis in finance. She started her career with Morgan Stanley and has been a financial advisor since 2001. She happily joined Raymond James with her partner, Sonia Graham, and sales assistant, Linda Healy, in 2009.
Lori is very active in the central Arkansas community. She served as a past president of the Junior League of North Little Rock, has been active with the Women’s Foundation of Arkansas and volunteers her time at her church and her children’s school. She is passionate about bringing awareness to children in foster care and children awaiting adoption and has volunteered with Project Zero. Her hobbies include playing piano, gardening, painting, playing tennis, traveling and entertaining friends and family. She lives in North Little Rock with her husband, Chad, and their three children. The family has two dogs and two cats.
Raymond James is not affiliated with any organizations mentioned.
12921 Cantrell Road, Suite 400 | Little Rock, AR 72223
T: 501.558.4000
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