Lori Hoffeditz

Background

About Lori Hoffeditz

I am a member of The Grove-Hoffeditz Group with Merrill, a Wealth Management Advisory team focused on serving high net worth, multi-generational families and retirees and assisting them in managing all aspects of their financial lives. Our mission is to help take the guesswork and uncertainty out of planning to build a strong foundation for your family's financial future. Our deep commitment to clients is defined by our approach and capabilities. As a graduate of Millersville University of Pennsylvania, I hold a Bachelor of Science Degree in Business Administration with a concentration in Finance. I joined Merrill in 1988 as a Client Associate and worked in the Lancaster and Harrisburg offices prior to joining my team in Chambersburg in 2007 as Resident Director's Assistant. I was also chosen to serve as a member of the Merrill Optimal Practice Model Client Associate Faculty Alumni Team, focusing on peer-to-peer training throughout the firm. I moved into the role of Financial Advisor in June 2015 and am a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual or any combination of Merrill or approved third- party investment managers' strategies, funds or portfolios. I reside in Chambersburg with my husband, Kurt, and son, Nathan, and enjoy fitness training, OCR racing, kayaking, biking and stained glass art.