Lori McGuire

Lori D. McGuire, ChFC®, CLU®, APMA®
Senior Vice President Investment Manager

214 North Tryon Street

Charlotte, NC 28202-0026

About me

Background

Lori McGuire is an investment manager with Truist Wealth, offering more than 27 years of experience incorporating an extensive background in banking, investment management, and insurance planning serving the diverse, personal needs of high-net-worth families and individuals. She takes the time to have meaningful and impactful conversations with her clients about their unique objectives. McGuire’s consultative and caring approach allows her to create unique, goals-based investment portfolios that carefully align with her clients risk tolerance and financial priorities.

Investment Adviser Representative, Truist Advisory Services, Inc.
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Education

Bachelor of Science, Marketing
University of Rio Grande (OH) 1993
Master of Science, Industrial and Employee Relations
Marshall University 1998

Personal Interests

Lori McGuire currently participates in several charitable initiatives and fundraisers throughout the year for various organizations. In her free time, she enjoys traveling, spending time with friends and family, and a number of outdoor activities, including running, hiking, and gardening.

Locations

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214 North Tryon Street,

Charlotte, NC 28202-0026

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

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