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Lori Brown

Lori B. Brown, CRPC®
Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

10 Franklin Rd SE

Suite 201,

Roanoke, VA 24011-0008

Lori.brown@truist.com

Phone 540-982-3098

Fax 540-982-3074

Get directions

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About me

Background

Lori Brown is a Financial Advisor with Truist Investment Services, Inc. offering clients more than 21 years of financial services, retirement planning, and investment management experience. She focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. Supported by Client Service Associate Michele Page, and Financial Consultant Madelyn Brown, she follows a disciplined process of assessing a client’s financial situation, forming and executing an appropriate investment plan, and performing ongoing maintenance to obtain measurable results. She also consults on risk management, retirement planning, and other critical financial strategies.  

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

Education

Finance
Liberty University 2018

Personal Interests

Lori leads a bible study and volunteers at church weekly. Lori also enjoys spending time with her family and traveling.  

Specialties

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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