Lori Roth

Lori Roth
Virtual Premier Banker

645 Hamilton Street, Floor 10

Allentown , PA 18101

lori.roth@truist.com

Phone (484) 809-7528

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About me

Background

I am a Virtual Premier Banker with Truist servicing the Pennsylvania Market offering experience in the Banking Industry since 1989.  As a Virtual Premier Banker, I specialize in holistic Financial Planning. My purpose is to help empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations, while helping to provide an exceptional experience now and into the future.

Registered Representative, Truist Investment Services, Inc., Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors Degree
Muhlenberg College

Personal interests

When not at work, I enjoy spending quality time with family and friends.  I am passionate about using my skills and resources to support and elevate the most vulnerable children in our community by serving on the Board of Diakon Adoption and Foster Care.  I am also a proud Big Sister mentor in the Big Brothers Big Sisters of America program. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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New York City residents:

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