Lori has over 37 years experience in the financial industry.  She oversees the day-to-day operations and serves as a mentor for new employees.  Chris relies on her expertise in client relations.

Experience

2009 - present:  Wealth Management Associate, UBS Financial Services, Inc., New Orleans, LA

2005 - 2009:  Senior Registered Client Service Associate, Smith Barney, New Orleans, LA 

2000 - 2005:  Registered Client Service Associate, Chase Investment Services, Inc., New Orleans, LA

1982 - 2000:  Teller, Head Teller, Personal Banker, Assistant Branch Manager, Branch Manager, Pelican Homestead/First NBC/Bank One/Chase Bank, New Orleans, LA

Qualifications

Life & Health Insurance License - March 8, 1994

Series 7 License - November 15, 2000

Series 65/66 License - November 29, 2002

Education

St. Mary's Dominican High School, graduated 1982

 

Registered States:
AL, AR, AZ, CA, CO, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, TX, VA, WI