The right path toward retirement

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Lorraine "Lorrie" Allemand, CRPC

Senior Vice President–Wealth Management

Financial Advisor

I have been in the financial industry for over 30 years. My passion remains in this industry as I continue to take care of clients until the day I retire. My most important accomplishment is being a mother of two wonderful children, Lacey and Landon. I graduated from college in May 1985 with a BA in Finance from The University of Texas - Arlington. My husband Michael and I live in Conroe Texas. We enjoy cooking, gardening and socializing with family and friends.

Registered States:
  • CA
  • FL
  • GA
  • LA
  • MD
  • MO
  • NC
  • NY
  • OR
  • TN
  • TX
  • UT
  • VA
  • WA

Recognized as an industry leader:

  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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

Education

  • BBA Finance, University of Texas at Arlington

Credentials

  • Chartered Retirement Planning Counselor
1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200
The Woodlands, TX 77380

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A leading global wealth manager

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Donor-advised funds

Year-end charitable giving

As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.

For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.

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As of 10/29/2025

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