Lori Morse

Lori Morse

Specialist,
Financial Planning

  • Manhasset, NY
  • The Four Agreements | The Sound of Music
  • My children, Dalai Lama, and Larry David
  • "To begin, begin." - William Wordsworth
  • Integrity, kindness, and authenticity

Financial Advisors

Lori is a wealth management advisor who works out of the Lake Success, NY office.

Lori became part of CAPTRUST in 2018 when FCE Group joined CAPTRUST. She serves as a specialist in financial planning. 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, Fairways in North Hills
  • Member, CAPTRUST Women’s Initiative

News & Resources

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