Lori Boykin

Relationship Manager - Baseball Division

Lori has worked in the financial industry for the past 26 years. She loves building relationships with her clients and their families. She also enjoys being a part of the BIP Baseball Division and working with the younger generation and helping to show them how to be financially fit and a good steward 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 7
  • Series 63
  • Series 9-10
  • GA Insurance License
crossmenu