LORI K. LAMBERT entered financial services in 1988 and is an Investment Advisor Representative with LPL Financial. Lori is past president of the Nashua Association of Insurance and Financial Advisors (NAIFA) (1) and a member of the Society of Financial Service Professionals. She has received the 2012 Five Star Wealth Manager Award (2), and has been recognized as a top financial advisor and named to the LPL Financial Director’s Club . This distinction is based on an annual production ranking of all registered advisors and is awarded to less than ten percent of the firms approximately 13,000 advisors nationwide. She was also invited to attend the Barrons Top Women Advisors conference in 2015 and 2016.
A graduate of University of North Carolina-Charlotte, Lori is Chairperson of the Hunt Community where she also serves on the Finance Committee and is a member of the Silverstone Living board. She also serves as a Trustee of St. Joseph Hospital and was Co-Chair of the Nashua Soup Kitchen and Shelter Capital Campaign. Lori is an active member of The First Church of Nashua and currently the Co-Chair of the Prudential Committee and has also served as past Chairperson. In 2009, she was awarded the Kathryn Brigham Service award for her service to First Church. She also served as a Trustee of the Front Door Agency (formerly the Nashua Pastoral Care Center) and served as board president during her tenure. In 2014, she was recognized by the Nashua Soup Kitchen and Shelter with the Unsung Hero award for her work with the Soup Kitchen and the Greater Nashua Community. Lori was honored to be a member of the inaugural class of Leadership Greater Nashua in 1995 and she received the Greater Nashua Eminence Award in 2007 as Volunteer of the Year (3). In 2013 Lori was recognized as one of the 25 Extraordinary Women in Greater Nashua (4). Lori has completed courses in investments, financial planning and estate planning through the American College required for the Certified Financial Planner TM designation. Lori resides in Nashua with her husband, Gary, and daughters, Katherine and Grace.
(1) The National Association of Insurance and Financial Advisors annually honors a financial advisor who has gone above and beyond the call of duty in the insurance industry and community as well as with his/her clients and family.
(2) (1) 2012 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.
(3) Each year the GNCC celebrates Nashuas business community by recognizing 5 people and/or companies who are actively involved in the community and “committed to volunteerism through local charities or the chamber.”
(4) This award is voted on by a panel after receiving nominations from the community and 25 women who excel in business, philanthropy, community service and leadership are recognized The women chosen have set a great example for citizenship and community spirit.