LORI K. LAMBERT entered financial services in 1988 and is an Investment Advisor Representative with LPL Financial. Lori is past president of the Nashua Association of Insurance and Financial Advisors (NAIFA) (1) and a member of the Society of Financial Service Professionals. She has received the 2012 Five Star Wealth Manager Award (2), and has been recognized as a top financial advisor and named to the LPL Financial Patriot’s Club. This distinction is based on an annual production ranking of all registered advisors and is awarded to less than eight percent of the firms approximately 18,000 advisors nationwide. She has also been invited to attend the Barron’s Top Women Advisors national conference annually since 2015.
A graduate of University of North Carolina-Charlotte, Lori is a Trustee and Past Chairperson of the Hunt Community board and also a Trustee of the Silverstone Living board. She has served as a Director of the Millyard Bank in Nashua since 2019.
Lori is an active member of The First Church of Nashua where she current serves on the Planned Giving and Trust Committees and has served as Chairperson of the Prudential Committee for several terms. In 2009, she was awarded the Kathryn Brigham Service Award for her service to First Church. She has also served as a Trustee of the Front Door Agency (formerly the Nashua Pastoral Care Center) and served as board president during her tenure. She is a past Trustee of St. Joseph Hospital and the Nashua Soup Kitchen & Shelter and was Co-Chair of the Nashua Soup Kitchen and Shelter Capital Campaign in 2013. In 2014, she was recognized by the Nashua Soup Kitchen and Shelter with the Unsung Hero award for her work with the Soup Kitchen and the Greater Nashua Community. Lori was honored to be a member of the inaugural class of Leadership Greater Nashua in 1995 and she received the Greater Nashua Eminence Award in 2007 as Volunteer of the Year. In 2013 Lori was recognized as one of the 25 Extraordinary Women in Greater Nashua (3) and in 2016, she was named Citizen of the Year by the Greater Nashua Chamber of Commerce (4).
Lori has completed courses in investments, financial planning and estate planning through the American College required for the Certified Financial Planner TM designation. Lori resides in Nashua with her husband, Gary, and daughters, Katherine and Grace.
(1) The National Association of Insurance and Financial Advisors annually honors a financial advisor who has gone above and beyond the call of duty in the insurance industry and community as well as with his/her clients and family.
(2) (1) 2012 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.
(3) This award is voted on by a panel after receiving nominations from the community and 25 women who excel in business, philanthropy, community service and leadership are recognized. The women chosen have set a great example for citizenship and community spirit.
(4) Each year the GNCC celebrates Nashua’s business community by recognizing 5 people and/or companies who are actively involved in the community and “committed to volunteerism through local charities or the chamber.”