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Lori MorseFinancial Advisor

  • 3 Dakota Drive
    #310
    Lake Success, NY 11042

Lori became part of CAPTRUST in 2018 when FCE Group merged with CAPTRUST. She serves as a financial advisor. Lori is part of a team that is experienced in providing trusted, highly skilled, fee-based, client-focused wealth management, investment advisory, and financial planning services, and has a history of maintaining client relationships over the long term and getting to know clients in depth.

Prior to joining the firm in 2018, Lori owned and operated a designer costume jewelry business for ten years. She has worked in the industry since 2018. Lori’s unique approach focuses on providing clients with the information they require to realize and achieve their financial goals. When she is not at the office, Lori enjoys baking, hiking, reading and spending time in Vermont with family and friends.

EDUCATION 

  • Bachelor of Science in mathematics from Union College 

MEMBERSHIPS

  • Vice President of the Board of Directors and member of the Finance Committee of the Fairways in North Hills

Personal Profile

Hometown:
Manhasset, NY
Favorite Book or Movie:
The Four Agreements by Don Miguel Ruiz | The Sound of Music
Ideal Dinner Guest:
My children, Dalai Lama, and Larry David
Words to Live By:
To begin, begin - William Wordsworth
Qualities I Admire in People:
Integrity, kindness, and authenticity