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 February 2009.
Lori is 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, Project Zero and volunteers her time at her daughters' school. Her hobbies include playing the piano, traveling, gardening, learning to sew and hiking. She lives in North Little Rock with her husband, Chad, and their three children.
Raymond James is not affiliated with the above organizations and/or charitable causes.
- 12921 Cantrell Rd Ste 400 Little Rock, AR 72223-1708
- T: 501.558.4000
- F: 501.664.0682
- TF: 866.776.6318
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