Lori joined Raymond James in 2017. Previously in her career, she was an affiliate advisor at Emico Advisory Services. Earlier, she was the CFO and a registered investment advisor and insurance producer at McKnight Advisory Group. Lori is a graduate of the University of Tennessee in Knoxville, where she earned a bachelor’s degree. She holds Series 7, 6, 63 and 65 securities licenses.
Lori is involved in her community as well. She is a member of the Leadership Rutherford Class of 2023. She is active in the discipleship ministry at Experience Community Church and also volunteers at Barnabas Vision.
Lori is a native of Rutherford County, Tennessee, where she and her husband, Thad live. In her free time, Lori enjoys CrossFit, running and cheering on the Tennessee Vols.
Raymond James is not affiliated with any organizations mentioned above.