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Wealth Designed. Life Defined.

Meet Lori

 

Lori Knighton is a Client Relationship Specialist, Registered Administrative Assistant at Carson Wealth. She has worked in the financial services industry for more than 33 years. Lori began her career at Shearson Lehman Brothers as a wire operator, manually entering every trade for more than 40 advisors.

Lori was with Thom K. Hall Financial Group, which became Signal Wealth Advisors and now a Carson Wealth office. Her extensive background brings a valuable perspective to the firm. She currently holds the Series 7, 9, 10 and 63 registrations.

As a Client Operations Specialist, she prepares and processes client service requests. Lori’s work ethic is legendary in every office she has ever worked in. Her calm and steady manner have made her an important part of the team.

Lori loves everything Disney and looks forward to making memorable trips to Disney World several times a year with her family.

 

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