Lori Stasukelis
Vice President, Senior Financial Advisor
NMLS #558484
555 California St
San Francisco, CA 94104
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

Lori Stasukelis is a Vice President and Senior Financial Advisor with Merrill in San Francisco. Lori works closely with clients who are serious about their financial lives and are eager to take positive steps toward a more thoughtful and secure financial future. She advises individuals and multiple generations of families, helping them discern the ways their wealth can support their distinctive interests, needs, and aspirations. Forthright, Lori values honesty and transparency as fundamental aspects of her practice. She believes in treating clients with the respect, candor, and care she would want for herself and her own family members and has maintained that exacting standard over many decades.

Lori works with clients who are at varied points in their personal and professional lives. Some look to her for assistance with pre-retirement planning. Others engage her when they have already attained that milestone. And still others look for Lori’s support while they are actively building their wealth. Whatever a client’s path, Lori demonstrates a willingness to delve into appropriate solutions for client needs. Her analysis is thorough, tailored, and rigorous. She looks to connect clients with the ideas that can enhance their long-term trajectories—whether they are purchasing a home, diversifying their portfolio, securing their cash flow in retirement, or any other financial need.

Lori joined Merrill in 1980. Originally from Massachusetts, she earned her B.A. in Economics and Accounting from the College of the Holy Cross. In addition to her long tenure with Merrill, Lori’s working life includes another noteworthy achievement: she was the first woman to hawk beer for the New England Patriots at Foxboro Stadium.

Lori is active with the San Francisco Food Bank. She also serves on the leadership committee of the San Francisco Chapter of the Merrill Women’s Exchange, which organizes educational and enrichment events for women, inside and outside the firm.

Lori and her husband Bill have lived in San Francisco since 1984 and have two grown sons. Lori finds joy in a number of activities, including hiking, walking, ecstatic dance, vegetable gardening, Scrabble, roller coasters, boogie boarding, and traveling—particularly to East Africa on safari. Intrepid and determined, she holds the distinction of being named the “Most Improved Basketball Player” twice – almost two decades apart. A thinker and an adventurer, she likes to peek around the corner to see what’s next.

About Me

Financial decisions are people decisions. It's helpful to have a real person to speak with, ask questions, trade ideas, and anticipate what's ahead.

For many clients, Lori Stasukelis plays that treasured and trusted role. She looks to create a different kind of client experience, grounded in honesty, transparency, and empathy. A simple precept guides her work: she treats others as she would like to be treated.

Here are a few ways that Lori differentiates her approach for the individuals and families she serves:

  • She takes clients' financial well-being seriously and implores clients to do the same. Finances are important to clients' long-term security and personal peace. Those are goals worthy of hard work and thoughtfulness.
  • She cares enough to customize. Lori has never been content with "business as usual." A creative thinker, she likes to devise concrete strategies to difficult issues.
  • She is forthright. Honesty and integrity are her bedrock values, personally and professionally. To speak with her is to know the candor and clarity that she brings to her relationships.
  • She believes in doing work worthily and well. Lori holds herself to a high standard and leads her team in a deeply ingrained service ethic. Clients, she maintains, deserve much better than an anonymous 1-800 phone system that is detached from personal contact.
  • She is curious—about the world, about the markets, about the clients she serves. That interest manifests in an approach that incorporates the unique circumstances of each client or family. Lori delves deeply so she can serve more effectively. To speak with Lori, please see the red "CONTACT ME" button at the top of this website. She welcomes the opportunity to discuss your needs relative to her team's capabilities.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Darren E Suiter
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #982132
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Lori Stasukelis is registered to do business in CA, CO, DC, FL, IL, MA, MD, ME, MN, NC, NM, NV, NY, OH, OR, PA, SC, WA, WI.