Lori Taylor Email & Phone Number
Senior Vice President | Wealth Management Advisor @ Capital Wealth Advisors
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Lori Taylor Location
- Raleigh, NC, US
Lori Taylor Work
- 2020 -now Senior Vice President | Wealth Management Advisor @
- 2014 -2020 Senior Vice President, Wealth Management Advisor @
- 2006 -2014 Senior Vice President, Client Advsior @
- 2005 -2006 Executive Vice President @ Cygnet Private Bank
- 2004 -2005 President @ Coggin Family Office and CLC, Inc.
- 1991 -2004 Senior Vice President @
Lori Taylor Education
- University of Oklahoma
Bachelor of Science (B.S.) (Accounting)
Lori Taylor Skills
- Marketing
- Financial Analysis
- Portfolio Management
- Banking
- Customer Service
- Sales
- Wealth Management
- Financial Planning
- Mutual Funds
Lori Taylor Summary
- Lori Taylor, based in Raleigh, NC, US, is currently a Senior Vice President | Wealth Management Advisor at CAPITAL WEALTH ADVISORS. Lori Taylor brings experience from previous roles at Fifth Third Bank, SunTrust Bank|SunTrust Investment Services, Inc., Cygnet Private Bank and Coggin Family Office and CLC, Inc.. Lori Taylor holds a Bachelor of Science (B.S.) in Accounting @ University of Oklahoma. With a robust skill set that includes Marketing, Financial Analysis, Portfolio Management, Banking, Customer Service and more. Lori Taylor has 1 emails on RocketReach.
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