Vice President
Smith Barney
Lori L. Siegel is a Certified Financial Planner and Vice President - Wealth Management, Financial Planning Specialist, Senior Investment Management Specialist and Financial Advisor for Smith Barney, providing comprehensive wealth management advice to individuals with high net worth. She is a Registered Investment Advisory Agent and a registered representative and member of NASD. She has been with Smith Barney for over ten years and is a Century Council Award Winner. In addition to leading retirement planning seminars for employees of Fortune 500 companies, Lori participates as a member of the Houston DBM Executive Mentors group for ICEO clients.  She also volunteers for her charities of choice, “I Have a Dream,” “Prepared4Life”, and “Sheltering Arms.”