Lori Boykin

Lori Boykin

Relationship Manager
Lori Boykin

Lori has worked in the financial industry for the past 26+ years. She loves building relationships with her clients and their families. In her work with the BIP Baseball Division,  Lori particularly enjoys guiding younger clients toward a lifetime of financial fitness and good stewardship of their assets.

Lori’s hobbies include yoga, running, traveling, daily walks with her dog, spending time with her family and friends (she has a large family—lots of nieces and nephews!). She loves being outdoors, especially at the beach, as the beach is her happy place!

She currently resides in Bradenton, FL with her fiance Craig and their loveable 3-year-old pup Maggie.


Education

  • College of Business and Economics, University of Kentucky


Prior Professional Experience

  • Financial Consultant – Charles Schwab & Co.
  • Sales Assistant for Branch Manager – A.G. Edwards & Sons, Inc


Associations and Affiliations

  • Race Volunteer – Susan G. Komen Atlanta
  • Habitat for Humanity Atlanta


Licenses and Registrations

  • Series 65, Investment Advisor Representative
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