Wealth Management Associate
Lori has over 40 years experience in the financial Industry. She oversees the day-to-day operations and serves as a mentor for new employees. Hunter relies on her expertise in client relations.
Experience
2009 - present: Wealth Management Associate, UBS Financial Services, Inc., New Orleans, LA
2005 - 2009: Senior Registered Client Service Associate, Smith Barney, New Orleans, LA
2000 - 2005: Chase Investment Services, Inc., New Orleans, LA
1982 - 2000: Teller, Head Teller, Personal Banker, Assistant Manager, Manager, Perlican Homestead/First NBC/Bank One/Chase Bank, New Orleans, LA
Qualifications
Life & Health Insurance License - March 8, 1994
Series 7 License - November 15, 2000
Series 65/66 - November 29, 2002
Education
St. Mary's Dominican High School - graduated 1982
Wealth Management Associate
Lori has over 40 years experience in the financial Industry. She oversees the day-to-day operations and serves as a mentor for new employees. Hunter relies on her expertise in client relations.
Experience
2009 - present: Wealth Management Associate, UBS Financial Services, Inc., New Orleans, LA
2005 - 2009: Senior Registered Client Service Associate, Smith Barney, New Orleans, LA
2000 - 2005: Chase Investment Services, Inc., New Orleans, LA
1982 - 2000: Teller, Head Teller, Personal Banker, Assistant Manager, Manager, Perlican Homestead/First NBC/Bank One/Chase Bank, New Orleans, LA
Qualifications
Life & Health Insurance License - March 8, 1994
Series 7 License - November 15, 2000
Series 65/66 - November 29, 2002
Education
St. Mary's Dominican High School - graduated 1982
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Wealth Management Associate
Lori has over 40 years experience in the financial Industry. She oversees the day-to-day operations and serves as a mentor for new employees. Hunter relies on her expertise in client relations.
Experience
2009 - present: Wealth Management Associate, UBS Financial Services, Inc., New Orleans, LA
2005 - 2009: Senior Registered Client Service Associate, Smith Barney, New Orleans, LA
2000 - 2005: Chase Investment Services, Inc., New Orleans, LA
1982 - 2000: Teller, Head Teller, Personal Banker, Assistant Manager, Manager, Perlican Homestead/First NBC/Bank One/Chase Bank, New Orleans, LA
Qualifications
Life & Health Insurance License - March 8, 1994
Series 7 License - November 15, 2000
Series 65/66 - November 29, 2002
Education
St. Mary's Dominican High School - graduated 1982
Wealth Management Associate
Lori has over 40 years experience in the financial Industry. She oversees the day-to-day operations and serves as a mentor for new employees. Hunter relies on her expertise in client relations.
Experience
2009 - present: Wealth Management Associate, UBS Financial Services, Inc., New Orleans, LA
2005 - 2009: Senior Registered Client Service Associate, Smith Barney, New Orleans, LA
2000 - 2005: Chase Investment Services, Inc., New Orleans, LA
1982 - 2000: Teller, Head Teller, Personal Banker, Assistant Manager, Manager, Perlican Homestead/First NBC/Bank One/Chase Bank, New Orleans, LA
Qualifications
Life & Health Insurance License - March 8, 1994
Series 7 License - November 15, 2000
Series 65/66 - November 29, 2002
Education
St. Mary's Dominican High School - graduated 1982
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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