The Watchman by David Pettit
Lori Baum headshot
Lori J. Baum Wealth Management Advisor

Lori embraces the deep, planning-based relationships at the core of the practice with an emphasis on our mantra of “life first, money second”. She is passionate about helping clients make sense of how their money will help them live their best life. Lori is a Wealth Management Advisor and holds Series 7, 24, 66 and Utah insurance licenses.

With over 30 years of experience in the financial services industry, Lori brings a wealth of knowledge to the Voyager team. Lori has served on the Executive Committee of the Three Corner Women’s Giving Circle, which seeks to empower women and girls through the strength of collective giving. She remains a member of Three Corners as well as the American Association of University Women (AAUW) and the Southern Utah Estate Planning Council.

A native of Utah, Lori grew up in the beautiful Heber Valley and now lives in St. George with her husband, Phil, and their two dogs. Lori enjoys spending time with her grandkids, reading, gardening, hiking and being outside as much as possible.


Raymond James is not affiliated with the above organizations and/or charitable causes.