Lori is a member of the Carter financial planning team which includes Bill Carter, CFP® and Tyler Russell, CFP®. She began her career in 1996 working closely with Carter Financial Management’s broker/dealer, Raymond James Financial Services. Her past roles with Raymond James included serving on their operations advisory council as an advocate for the clients’ point of view and for improving efficiencies.
Lori’s experience includes helping clients in a wide variety of areas, including cash flow, retirement distribution, tax, estate, life and long-term care insurance planning. Lori serves an integral role in the servicing of clients’ planning needs, questions, implementation and recommendations. She also provides research needed to support the practice and works with clients in monitoring planning goals.
Lori holds both Series 7 and Series 66 licenses. She also holds a general lines agent insurance license, qualified for life, accident, health and HMO.
Outside the office, Lori supports the community by donating platelets at Carter Blood Care and serving on the Grace Hartman Elementary PTA Board as the Healthy Lifestyles chairperson. She is also a member of Lakeside Speakers, a local Toastmasters Chapter. She lives in Rockwall with her daughter and significant other and enjoys travelling to California as much as possible to visit family.
Raymond James does not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.