At Harbor View Advisors, Lori provides a cohesive element to the team.  Her “can do” spirit creates positive energy among the team members.  Lori is responsible for overseeing the day-to-day operations of the business and compliance with industry rules and regulations.

Lori was employed by Smith Barney and its various predecessors for 29 years, originally in Watertown, NY, where she grew up, and for the last 11 years, in Ponte Vedra Beach, FL, having transferred there with Smith Barney in 2000.

Lori holds an Associate Degree from Jefferson Community College in Watertown, New York.  She is registered with FINRA and holds her Series 7, 63 and 8 licenses.