About Lori

Lori Walker is a Senior Client Associate at J.P. Morgan Wealth Management.

Lori provides customer service and operational support for high-net-worth individuals and families, as well as retirees and successful entrepreneurs. Her responsibilities include fund transfers, addressing inquiries, monitoring transactions and coordinating the operational aspects of the team. She works diligently to deliver an excellent customer experience.

Lori graduated from Baylor University with a B.A. in Sociology. With 15 years of experience in financial services, she began her career in 2008 at TravisWolff, LLP as an Administrative Assistant within the audit department. Lori then moved to Comerica Bank and UBS Financial Services, where she built a reputation for attention to detail. She joined J.P. Morgan in 2022, drawn to the firm's stellar reputation and executional platforms.

She holds FINRA Series 7 and 66 securities licenses.

A Dallas, Texas, native, Lori recently returned to the area after spending almost nine years in Denver. In her free time, she likes to garden, travel, spend time with friends and family and is an active volunteer with several local charities and communities.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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