Lori is a native Nashvillian and began her career in 1980 at Merrill Lynch, working part time while in high school. While in high school she developed a love for the industry and a desire to learn as much as she could about it. She held several positions in the Operations Department prior to joining J. C. Bradford & Co. in 1984. She served in the roles of new accounts clerk, margin clerk and cashier prior to becoming a Sales Assistant and later Registered Sales Assistant in 1987. Lori joined Raymond James in 2011. She has enjoyed the relationships she has developed with clients over the years and supporting the advisors and clients as they navigate their financial goals.