Lori Hagy

Background

About Lori Hagy

With a combined 37 years of experience in finance and wealth advising and 17 years a Registered Representative, Lori Hagy seeks to understand her clients broadly and deeply to find the opportunities that add value not only to their financial objectives but also to their life aspirations. Lori takes time to determine what’s really important and develop actionable, flexible strategies designed to help her clients meet their financial needs. She designs socially responsible investing portfolios for those who want to truly align their values with their investments. Striving to fully understand and uncover clients' needs has led to Lori's continued education as a Morgan Stanley Financial Planning Specialist, Family Wealth Advisor and Insurance Planning Director. Lori was named to the 2023, 2022 and 2021 Forbes America's Top Women Wealth Advisors. Lori's practice is built on a foundation of providing highly customized investment advice and financial counsel. As a Financial Planning Specialist, Lori works with clients to develop strategies and plans to manage their personal and business finances. A native of Denver, Pennsylvania, Lori has been married for 37 years, has two adult sons & three grandchildren. She enjoys spending time with her family as well as hiking, running, skiing, yoga, mountain and road biking, traveling, scuba diving, weight lifting, HIIT, cooking and Obstacle Course Racing. 2021, 2022 and 2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors) Source: Forbes.com Awarded 2021, 2022 and 2023. Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award. Awards Disclosures: