As a financial advisor at Edward Jones, I believe the key to successful investing is to understand what is most important to you and to develop a cost-efficient strategy that will help meet your financial goals.
Working closely with you and your CPA, attorney and other professionals, I use my years of experience as an Edward Jones advisor, along with support from our home office and team of analysts, to provide you with progressive strategies for your unique situation.
I'm proud that our business model allows me to work one on one with my clients and focus on them and not the product of the week. I love telling new clients that when they call my office, they will speak to me or my assistant, Nina, not a call center.
I've enjoyed working with a variety of clients over the years, but I have made the most impact with couples planning for and transitioning into retirement including working professionals and single or widowed women.
I serve my firm by volunteering as our region's women's inclusion leader where I mentor, support and help train new female financial advisors and provide support to the many female advisors in our region.
I teach an investing class for women, "Empowering the Female Investor" at the PCC Sylvania campus. I love helping my students learn how to navigate the basics of investing and admire their desire to learn and make better decisions for themselves and their family members.
Born and raised in the Portland area, I have lived in Lake Oswego for the last 20 years. I am proud to be a native Oregonian and love showing off the beautiful Pacific Northwest to friends and family when they visit us. When I'm not at the office, I enjoy reading, cooking, travelling and spending time with my husband, family, friends and especially our grandchildren.
I'd like to get to know you better. Click "ask a question" under contact me or give me a call at 503-675-0024. I look forward to the opportunity to see if you may benefit from partnering together.
My Personal Interests
- Culinary Arts
- Floral Design
- Movies & Entertainment
- News & Media
Phone NumberLori J Black at (503) 675-0024
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