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