Lori Conder, FPQP®
Client Services Associate
Lori’s commitment to delivering exceptional service helps clients achieve their WealthwhileSM and ensures that all of their planning and investment needs are being met. The most rewarding aspects of her job are the personal one-on-one interactions she has almost daily with clients as it helps her see the positive impact her role has on their lives.
In her role as a Client Services Associate, Lori works directly with clients to help execute the planning and investment strategies developed by her team of Wealth Managers and Associate Advisors. Main areas of Lori’s focus include: gathering client data, opening and closing accounts, maintaining detailed client records, scheduling meetings, processing deposits and distribution requests and account transfers, researching special projects, and fielding questions.
When she joined Deerfield in 2018, Lori brought 12 years of experience in advertising and promotional product sales and then e-Commerce, most recently at Angie’s List. Lori very quickly obtained her Financial Paraplanner Qualified Professional™ designation through the College for Financial Planning so that she would have the specific industry knowledge necessary for her to make an immediate impact for her clients and teammates.
In her spare time, Lori can be found with her three pets Max, Tilly, and Gus. She also enjoys gardening, puzzles, dance, and walking. Whenever time allows, Lori lends a hand in the community as a valued volunteer for Habitat for Humanity’s Women Build initiative.