Meet one of our expert podcast guests.
SVP & Family Wealth Director, The M Word: The Money Talk Every Family Needs to have About Wealth and Their Financial Future
Lori is a financial advisor, senior vice president and family wealth director at a major financial institution where she leads a wealth management group. Her team is dedicated to helping individuals and families keep up with change, satisfying their financial security, addressing lifestyle and legacy concerns, and successfully guiding them through life’s transitions. Sackler is a certified investment management analyst, a certified financial planner and non-practicing certified public accountant. She is the author of The M Word: The Money Talk Every Family Needs to Have about Wealth and Their Financial Future, published in 2013 by McGraw Hill and The M Word Journal: How to Have the Money Talk released in 2016. She is the creator and former host of the radio show “The M Word” on WOR in New York City.