Lori York

Lori York, CFP®
Managing Director Business Development Officer Truist Investment Services, Inc.
The Lighthouse Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612

lori.york@truist.com

Phone 919-706-4489

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About me

Background

Lori brings over 20 years of experience in the financial industry, specializing in strategic credit solutions and financial planning. As a key member of The Lighthouse Group of Truist Investment Services, Inc., she assists clients in various financial situations while strengthening connections with our banking partners. Previously, as a commercial relationship manager, helping business owners with financing commercial banking needs and integrate credit solutions into their overall financial plan. Lori is a CERTIFIED FINANCIAL PLANNERTM professional and a graduate of the Truist Leadership Development Program. 

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

Education

Bachelor of Business Administration, BBA
American University

Personal Interests

She played Division I soccer while attending American University and still enjoys coaching youth soccer.  Originally from Medford, NJ, she moved to the Triangle in 2002 with her husband, Kyle. Lori and Kyle have two active boys who enjoy playing sports and helping her foster puppies.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • 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

Accomplishments

Best-in-State Wealth Management Teams*
Forbes 2023
Best-in-State Wealth Management Teams*
Forbes 2024
*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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