Lori Harper,
Vice President, Wealth Management Advisor
Lori focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Lori provides access to the investment insights of Merrill to help address the various aspects of clients’ financial lives.
Originally from California, Lori moved to Boise in 2009 to play golf for Boise State University. She has worked in the financial industry since 2013, joining Merrill Lynch Wealth Management in 2015.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with animal rescue organizations in our community including, the Meridian Canine Rescue.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
