LPL FINANCIAL ADVISOR
With nearly 40 years of experience in the financial services industry, Lorri L. Freed, CFP®, is dedicated to helping individuals and families develop personalized financial strategies that align with their long-term goals. She focuses on wealth accumulation, retirement income planning, and financial education, taking pride in helping clients make informed decisions with greater confidence throughout every stage of life.
Lorri earned her Bachelor of Science in Business Administration from Miami University in Oxford, Ohio, and completed the CERTIFIED FINANCIAL PLANNER™ certification program through the College for Financial Planning in Denver, Colorado. She holds the CFP® designation as well as Series 7 and 63 registrations and Life, Health, and Annuity licenses. Before entering the financial services profession, Lorri worked in advertising, first with a Chrysler agency and later serving financial institutions. Her growing interest in the investment industry inspired her to pursue a career as a financial advisor—a profession she has enjoyed for nearly four decades.
Outside of the office, Lorri enjoys an active lifestyle filled with golf, tennis, swimming, gardening, and spending time outdoors. She also loves cooking, traveling, exploring new wines and craft breweries, and making memories with family and friends. Lorri is the proud mother of three grown daughters—including twins—and is excited to welcome her first grandchild. When she has the opportunity to get away, you’ll often find her in the Smoky Mountains, Brevard, North Carolina, or relaxing on Longboat Key, Florida. A cup of black coffee is her everyday favorite, though she’s always happy to enjoy a cappuccino or macchiato.
