Lori joined Cumberland Trust in 2008 after working for more than fifteen years in the brokerage industry. Her responsibilities include relationship management and trust account administration, focusing on servicing high net worth families. Prior to Cumberland Trust, Lori worked for Merrill Lynch in their Institutional Sales division, as well as serving as a Registered Associate in the Private Wealth Management group. Previously, Lori worked with Morgan Keegan and J. C. Bradford and Company.
Lori holds a B.A. in Psychology and Sociology from Western Kentucky University in Bowling Green, Kentucky. She is a Certified Trust and Financial Advisor (CTFA) and has completed Cannon’s Trust School program. Additionally, Lori is a graduate of Belmont University’s Center for Executive Education in Financial Planning, and has obtained CFP® certification, allowing her to bring a higher level of service to her clients.