Lorraine is a Private Client Advisor in our Providence, Rhode Island office. Working closely with our investment advisors, Lorraine helps clients navigate their complex financial lives. She utilizes a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. She also coordinates with her clients’ family members, outside advisors and with other members of their professional team.
Prior to joining FLP, Lorraine worked for various organizations in the financial industry, including ABN Amro and BNY Mellon, where she worked as part of a portfolio management team before moving to a role in sales and marketing.