Lori Frise,

Lori has offered financial planning services through Raymond James since 2007 and upon moving to Martinsville, VA in 2021 has opened her own branch. She has a particular interest in helping women business owners, widows and divorcees manage their wealth, as well as helping families and retirees plan for their future.

As a financial advisor, Lori helps individuals identify their goals and works with them to implement a plan, so they stay on track to be financially successful.

Lori is a Certified Financial Planner™ professional. This designation holds her to a high ethical standard to ensure that her financial recommendations are in the client’s best interest. To earn the CFP certification, she completed an approved education program, passed a rigorous board examination and met stringent experience requirements. This training has enabled Lori to stay committed to providing the highest standard of financial planning services. She is required to fulfill annual continuing education requirements to stay up to date on current planning strategies and financial trends. In addition to the CFP certification, she holds the Series 7, Series 66 and Life & Health Insurance licenses, including Long Term Care. Lori also earned a B.S. in Finance with a concentration in investments from George Mason University.

The Virginia native spends her free time volunteering, jogging, sewing and being creative. Lori and her husband have enjoyed exploring and becoming involved in the Martinsville-Henry County community. Lori has twin daughters and four grandchildren.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.