Lori McGuire

Lori D. McGuire, ChFC®, CLU®, APMA®
Investment Manager

214 N Tryon St

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. 
Check the background of this investment professional on FINRA's BrokerCheck

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.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

  • 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

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