Born in Connecticut, and having moved to Florida in 1989, Lori has had a long time to polish her craft in the financial industry. For the past 25 years, Lori has helped investors navigate the myriad of available investment options with unparalleled service and a personal commitment.
From financial planning to comprehensive portfolio management, Lori's recommendations are made solely in the interest of providing the highest value and benefit to you. She works hard to help you pursue your financial goals with as much certainty, and as little risk, as possible.
At Raymond James, Lori has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, she answers promptly, completely and truthfully. Also she provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Lori joined Raymond James in 2012 after 17 years with Wells Fargo Advisors. Lori is a graduate of the University of Central Florida, with a Bachelor's degree in Finance. Lori then earned her CERTIFIED FINANCIAL PLANNER™ certification in 2002. Endicott Wealth Management is a proud sponsor of the following organizations: Girls on the Run of Volusia County – Toys for Tots - West Volusia Historical Society - Dressed for Success – Halifax Humane Society – Volusia County Public Schools. Lori lives in Port Orange with her husband of over 20 years and their two teen daughters, Aubree and Ashlyn. When not in the office, she enjoys family time, running, boating and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.