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WiM Individual Professional
Professional Bio
With more than 30 years of experience in the financial services industry, Lori co-founded Green Wealth Management Group, LLC in 2021. For the prior nine years, she was a partner in Green Wealth Management Group, LLC at Merrill Lynch. Lori prides herself on delivering advocacy to both individual and business clients alike. She works closely with clients on a broad set of planning solutions, including fixed income strategies and guaranteed income strategies through a variety of insurance and annuity solutions.
Lori has an A.S. in Business Administration from Naugatuck Valley Community College and later earned the Chartered Retirement Planning CounselorSM certification. She is also a Certified Plan Fiduciary Advisor. She currently sits on the Waterbury Regional Chamber of Commerce board of directors. Additionally, she is a long- time board member of The Business Women’s Forum and an active member of the Smaller Manufacturer’s Association of CT. Lori’s leadership roles in the community culminated with her receiving the prestigious Malcolm Baldrige Community Award for Leadership from the Waterbury Regional Chamber of Commerce.
Lori has an A.S. in Business Administration from Naugatuck Valley Community College and later earned the Chartered Retirement Planning CounselorSM certification. She is also a Certified Plan Fiduciary Advisor. She currently sits on the Waterbury Regional Chamber of Commerce board of directors. Additionally, she is a long- time board member of The Business Women’s Forum and an active member of the Smaller Manufacturer’s Association of CT. Lori’s leadership roles in the community culminated with her receiving the prestigious Malcolm Baldrige Community Award for Leadership from the Waterbury Regional Chamber of Commerce.
Company
Green Wealth Management Group
Green Wealth Management Group
WiM Individual Professional