Lori Taylor Wealth Management Advisor North Carolina Private Bank Team

As Wealth Management Advisor, Lori Taylor serves as your wealth management coordinator and consultant. Lori collaborates closely with you and an experienced team of Fifth Third specialists to deliver the right investment solutions for your objectives.

Education

Graduated from the University of Oklahoma, Norman, Oklahoma.

Professional Experience & Areas of Focus

Lori is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in North Carolina. She has 15 years of comprehensive wealth management experience, and has worked in the financial services industry for over 30 years in commercial banking, retail, wealth management and family office roles. Lori offers clients a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. She spent 21 years with her previous firm before joining Fifth Third in 2014.

Licenses & Professional Designations

  • Life Insurance
  • Registered Uniform Securities Agent (Series 63)
  • Registered General Securities Representative (Series 7)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Personal & Community Participation

Lori is married and has one son. She and her family relocated to North Carolina from Ponte Vedra Beach, Florida in 2006 and currently reside in Cary.