Lori Dossantos

Background

About Lori Dossantos

I have been a partner of Green Wealth Management Group since 2012. We are a seven member wealth management team based in Southbury, CT. I work with a limited number of clients from a wide variety of industries and life circumstances. Typically, I enjoy assisting clients articulate their financial goals and then help put a plan of action to meet them. Together with my team, we help clients with: Retirement Income Planning Corporate Retirement Plans (401(k), 403(b), etc.) Wealth Transfer and Estate Planning Strategies Tax Minimization Stock Options/Concentrated Positions Liability Management Liquidity Needs I obtained an A.S. in Business Administration from Naugatuck Valley Community College and completed additional educational programs throughout my career. I hold my Series 7, 63 and 65 FINRA registrations as well as Life and Health insurance licenses. I also hold the Chartered Retirement Planning Counselor℠ (CRPC®) designation, awarded by the College for Financial Planning. Currently, I preside as Chairwoman of the Watertown Oakville Chamber of Commerce. I serve on the Waterbury Business Women's Forum and the Waterbury Regional Chamber Board of Directors.*Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning. ldossantos@gwmgllc.com 475-557-6004