Lori is a Senior Partner in the Sloper group with over 30 years experience in the financial services industry. She has built multi faceted experience throughout her career, including providing customized wealth planning strategies for Private Bank and Trust clients, where she assisted high net worth families in managing and preserving wealth.. Lori helps families to identify their life goals and to implement a plan to help achieve what is most important to them, with an emphasis on managing risk. Her focus is on retirement accumulation and income strategies. She provides impactful wealth management utilizing a disciplined investment process with guidance through challenging markets. Lori draws upon the depth and breadth of Merrill to connect all the pieces of client's lives. 