Overlooking the Chicago River

Meet the Team

Overlooking the Chicago River

Meet the Team

231 South LaSalle St., 4th Floor
Chicago, IL 60604
231 South LaSalle St., 4th Floor
Chicago, IL 60604

Lori A. Willis

Director of Intermediary Sales & Operations
Great Lakes Advisors

Lori Willis is the Director of Intermediary Sales and Operations for the Intermediary Distribution Team at Great Lakes Advisors. Lori supports the team throughout the U.S. and is responsible for relationship management, sales, and support of the wirehouse, independent, and RIA channels.

Prior to joining Great Lakes Advisors in 2015, Lori worked with a Financial Advisor as a Paraplanner and gained valuable experience in managing and growing a financial planning practice. Lori also spent 14 years with AssetMark Investment Services, and then Genworth Wealth Management, as a Sales and Consulting Manager growing and managing the Internal Sales and Consulting Desk.

Education and Professional Credentials 

  • Industry Start: 1995
  • Northern Michigan University, BS
  • FINRA Series 6, 63 and 65 registrations