Making a Difference in Your Life Is Why We Are Here
“My parents suffered severely in the 1987 crash because they worked with a discount broker that provided no financial and planning advice. Their experience gave me the passion to try and help others so they don’t make mistakes because they don’t have the right tools, information or guidance.”
For more than 26 years, Lori has specialized in developing comprehensive wealth management plans for successful families, widows, executives and business owners
She is a Certified Financial Planner™ professional and a Chartered Retirement Planning Counselor. In addition, Lori is a Certified Exit Planning Advisor who helps business owners prepare for the sale or transition of their companies.
Lori speaks frequently for organizations, associations, and corporations on a variety of topics including “The Top 10 Things Women Can Do to Be Confident in Their Financial Future” and “The Top 10 Mistakes Executives Should Avoid During Their Transition.”
Lori was recognized as a Forbes Best-In-State Women Advisor for 2022, a Forbes Top Women Advisor for 2017, 2018, 2020 and 2021 and as a Forbes Best-In-State Wealth Advisor for 2018, 2019 and 2021. Prior to joining Raymond James in 2019, Lori held positions at UBS Financial Services and Smith Barney.
Lori is passionate about helping women that have been widowed and are looking for resources to get through this difficult time in their life. To that end, she has written “ Strong On Your Own.” It is a book to help you on your journey to personal and financial confidence after the loss of your husband.
When she isn’t working, Lori enjoys spending time with her friends, as well as traveling and scuba diving with her husband, Jon. Many of their trips are to Los Angeles to visit their daughter, Alexis. Lori is also an avid fan of the Houston Astros specifically and college football generally.
Raymond James is not affiliated with any of the companies mentioned.
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.
The Forbes ranking of America's Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research Summary (As of February, 2022) 34,500 nominations were received based on thresholds and 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone, 2,610 Advisors were interviewed in-person at the Advisors' location, 1,203 were Advisor web based interviews, and 1,377 women won. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.
The Forbes ranking of America’s Top 200 Women Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of women wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of April 2018): 22,146 nominations were received, based on thresholds (7,435 women). 6,461 Advisors were invited to complete the online survey. 6,104 Advisors were interviewed by telephone. 1,210 Advisors were interviewed in-person at the Advisors' location. Final list of the top 200 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.