About Lori Villegas
As a Wealth Advisor with over 30 years of experience who favors and prides myself on a consultative approach, I am committed to working with clients to help them reach their financial objectives. Today’s economy is challenging and at times overwhelming, but managing your portfolio doesn’t have to be. I believe it is important to consider your entire life picture in order to deliver a strategic and comprehensive approach that is best for you. I am Series 7, 65, 63, 31, and Life Insurance licensed, as well as a Portfolio Manager. In 2019, I was recognized as a MAKER – a Morgan Stanley professional that is celebrated for their achievements for embracing and promoting women’s empowerment, gender equality, and exceptional leadership. I am honored to also be part of the National Diversity and Inclusion Council at Morgan Stanley.
I believe a balanced life is the essence of happiness. As such, I’m dedicated to helping my community to be a better place to live and work by supporting several philanthropies and giving circles. I am honored to be part of the National Diversity and Inclusion Council at Morgan Stanley. When not working, I spend time with my husband and two teenage children in Baltimore.
Securities Agent: CO, SC, RI, ME, IA, AK, WI, IL, DC, CA, MO, GA, AZ, WA, VA, PA, NY, KY, DE, UT, PR, NC, TX, MA, NM, NJ, MN, MI, MD, CT, OH, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1549167