Lori Julian-Murphy is a Private Financial Advisor with SunTrust Investment Services, Inc. She offers more than 29 years of experience in the areas of financial planning, asset management, personal insurance and investment consulting. Her clients include, but are not limited to, multi-generational families, retirees, corporate executives, doctors and a variety of successful business owners and entrepreneurs. Lori is a native of New Hartford, New York, a graduate of Niagara University and subsequently earned the professional designation of Chartered Retirement Counselor (CRC®). Lori serves on the board of the Delray Beach Library, is a member of the Palm Beach Medical Society and spends time regularly volunteering for the Broward County Chapter of Autism Society of America.
Lori's focus is on the implementation of personalized financial plans, developed as a result of a comprehensive process which begins with the analysis of the client's overall financial situation. Demonstrating patience and understanding, she educates her clients about strategies which can help them meet both their immediate and future goals and then assists them in executing a plan to accomplish their objectives. This disciplined process, along with regular communication and portfolio rebalancing enables her to obtain measurable and meaningful results. Lori also consults on risk management, retirement, college savings plans and other critical financial strategies.
SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.
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