Lori Smith comes to the Admin Extension team with 38 years of experience in the financial services industry. Her career began at Merrill Lynch, where she worked as a new accounts clerk and margin clerk. She joined J. C. Bradford & Co. in 1984, where she was a cashier and back-up wire operator. It was there that she became a registered sales associate. Following that, Lori joined Stephens Inc. in 2000, after J. C. Bradford merged with PaineWebber/UBS, as the first PCG associate in its Nashville branch. In 2011, she joined Raymond James as a registered sales associate. She holds Series 7, 9, 10, 24 and 63 registrations.
She loves spending time with her family and two shih tzus, reading, gardening, and traveling with her husband.