Lori Merritt

Compliance & Marketing Associate
Lori joined Parsec in 2015 as a part of the client service team. In 2018, she shifted roles to work in compliance and marketing. She holds an Associate of Arts degree in business management and has a background in personal and mortgage lending, insurance, planning for Medicare and tax preparation. She holds all four North Carolina Insurance Licenses and is a Financial Paraplanner Qualified ProfessionalTM designee. Lori is a veteran of the United States Marine Corps and in her free time she enjoys spending time with her family, traveling and hiking to waterfalls.
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