Lori Villegas

Senior Vice President, Wealth Advisor

Contact Me
Lori Villegas

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

My Story

As a Wealth Advisor with over 20 years of experience who favors and prides myself on a consultative approach, I am committed to working with clients  to help  them reach their objectives. Today’s economy is challenging and at times overwhelming; managing your portfolio doesn’t have to be.  I am series  7, 65, 63, 31, and Life Insurance licensed, as well as a Portfolio Manager.

I believe a balanced life is the essence of happiness. As such, I’m dedicated to helping my community to be a better place to live and work and support several philanthropies and giving circles. When not working, I spend time with my husband and 2 small children.

NMLS: 1549167

Access to Private Banking >

Services Include

  • Asset Management
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Financial Planning
  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Retirement Planning
  • Syndicate
  • Wealth Management

Securities Agent: CA, DC, DE, FL, GA, IL, KY, MD, MI, MO, NC, NJ, NM, NY, OH, PA, RI, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1549167


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 650 South Exeter Street
  • Suite 1100
  • Baltimore, MD 21202


    Community Involvement

    Community Involvement

    I believe my life has been very fortunate and helping those less fortunate is a priority in my life. I’m dedicated to helping my community to be a better place to live and work.  I am involved with several philanthropies and non-profits including Leadership Maryland, Believe in Tomorrow , Green and Healthy Homes, United Way  of Central MD (Women's Leadership Council, Tocqueville Society, Baltimore City Partnership Board), and various giving circles.

    It is incredibly important that my children learn the importance of philanthropy.  I  lead by example and show them that you can make a tremendous impact with each small gesture of kindness.

    Awards

    Awards

    • Maryland's Top 100 Women, Daily Record- Circle of Excellence 2009, 2012, 2015
    • Baltimore Magazine 5 Star Advisors, 2012 -2016
    • John Mack Leadership and Culture Award 2016

    Working With You

    Working With You

    Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals. As a Financial Advisor, I am committed to building a relationship of trust in which I can work closely with you to help you define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, I hope you will come to regard me as a valued resource and a professional who can help you make more informed financial decisions.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Lori Villegas today.

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