Lori Pilon is a financial planning strategist at Parsec. She is a CERTIFIED FINANCIAL PLANNER™ professional. She joined Parsec after six years with Merrill Lynch Wealth Management. She takes care in building and maintaining close relationships with her clients and their families that are based on trust, integrity, and service. She enjoys working with those approaching or in retirement, multi-generational families and women in investing.
Lori graduated Summa Cum Laude and Phi Beta Kappa from Wake Forest University, where she majored in history and double minored in Spanish and dance. In her spare time, Lori enjoys cheering on Wake Forest athletics, hiking with her family and golden retrievers, and gardening.