Lori has over 40 years of financial services industry experience including commercial and retail banking, leading wealth management teams, and running a single-family office.
As Senior Vice President – Private Wealth Management of Capital Wealth Advisors, Lori focuses on advising clients and families across all aspects of wealth management with an emphasis on defining what matters, achieving financial well-being, and developing sustainable legacies. She approaches all clients and issues with a foundational belief that the best decision is the intersection of the analytical plan and the individual heartbeat. Lori has been with Capital Wealth Advisors since 2020.
Lori has been married to her husband, Victor, for over 30 years. They reside in Cary, NC, and have one son, Victor, who is a 2024 graduate of Davidson College, and is currently pursuing his MBA as a graduate assistant coach for Men’s Basketball at Mercer University.
Lori is a passionate volunteer for the USO and supporter of veteran’s causes. She has life-long love affair with books, believes that nature teaches (if we listen), and loves college basketball.
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