Atlanta, GA. December 1, 2014 – BIP Wealth announced today that Lori Boykin has joined the firm as a Relationship Manager. She is responsible for ensuring the successful delivery of wealth management services to BIP clients.
Lori has been a wealth manager for high net worth families for 18 years. As a financial consultant, Lori analyzes information obtained from clients to help determine strategies for meeting their financial goals and objectives. Prior to joining BIP, Lori was a VP-Financial Consultant at Charles Schwab & Co.’s Alpharetta office for 15 years. She began her career at A.G. Edwards and Prudential Securities, after attending the University of Kentucky.
Lori is active in several community organizations including the American Cancer Society, Susan G. Komen Race for the Cure and the Lucille P. Markey Cancer Center in Lexington, KY.
“Lori is a tremendous addition to our firm”, says Bill Harris, co-founding Partner of BIP. “I’ve known Lori for several years, so I’m confident her valuable experience and expertise will have a positive impact on our clients and our team. We are very fortunate that she has joined BIP.”