Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Lori began her career in the financial services industry in 1998 at Morgan Stanley, and joined Merrill Lynch in 2007. For more than 19 years she has been providing sophisticated wealth management advice and guidance to busy corporate executives and affluent individuals around the country.
Delivering the full power of the Enterprise, Lori utilizes the vast investment resources of Merrill Lynch and the banking strength of Bank of America to help clients organize their financial lives and design customized strategies to help turn their goals into realities.
Corporate executives turn to Lori for assistance with complex strategies for their equity awards and compensation. She has access to advisory teams throughout the Firm who specialize in the creation of diversification strategies that may include 10b5-1 sales plans or charitable techniques. Lori can also utilize the expertise of specialists who can assist in areas such as:
• Investment and global commercial banking
• Capital and debt raising
• Commercial real estate banking
• Employee benefits
• Liquidity management and structured financing
• Succession planning strategies, mergers and acquisitions
Lori helps clients bring every part of their financial life together to implement a seamless, disciplined wealth management strategy. With clients’ permission, she can work collaboratively with their attorneys and tax professionals to coordinate customized strategies for many of their needs:
• Risk management and tax minimization
• Retirement and cash flow planning
• Estate planning services
• Asset and liability management
• Education planning
|Lori received her bachelor’s degree in organizational behavior from the University of San Francisco in California. She earned the Chartered Retirement Planning CounselorSM (CRPC)® designation and holds FINRA series 7, 63 and 65 registrations.
As a two-time breast cancer survivor, Lori is dedicated to raising awareness about breast cancer issues. An outdoor enthusiast, her hobbies include hiking, biking, traveling to experience new cultures and spending time at the beach.
Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of San Francisco
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.