Lori Tetreault serves as the Managing Director of Investments at Benjamin F. Edwards & Co., where she leads a dedicated team focused on fostering long-term client relationships grounded in trust and satisfaction. With her extensive expertise in retirement planning, portfolio management, and financial planning, Lori...
Lori Tetreault serves as the Managing Director of Investments at Benjamin F. Edwards & Co., where she leads a dedicated team focused on fostering long-term client relationships grounded in trust and satisfaction. With her extensive expertise in retirement planning, portfolio management, and financial planning, Lori is committed to helping clients navigate the complexities of investment strategies. Her team specializes in crafting comprehensive investment plans that encompass a diverse range of asset classes, including equities, fixed income, and mutual funds, ensuring that each client’s unique financial goals are met.
Under Lori's leadership, key projects have included the development of tailored investment solutions that leverage separately managed accounts and trust services, providing clients with personalized strategies that align with their risk tolerance and investment objectives. Her proficiency as an ACCREDITED ASSET MANAGEMENT SPECIALIST (AAMS®) enhances her ability to deliver insightful guidance on estate planning and IRAs, allowing clients to make informed decisions that secure their financial futures.
Lori’s approach emphasizes ongoing communication and support, ensuring that clients receive continuous direction as market conditions evolve. By integrating asset allocation and diversification strategies, she empowers clients to mitigate risks while pursuing growth opportunities. As a member of FINRA and SIPC, Lori is dedicated to upholding the highest standards of integrity and professionalism in the investment industry, making her a trusted partner for individuals and families seeking to build and preserve wealth over time.
