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Lori Pirrone is a successful professional in the financial services industry. She works as a Financial Consultant for AXA Advisors, LLC and has done since April 2001. She is a Long Island, New York native and a graduate of Hofstra University in nearby Hempstead, New York. She is passionate about her work in the financial services industry and is proud of her professional accomplishments. Lori obtained her ChFC (Chartered Financial Consultant) designation in 2005 from The American College and is now continuing to further her education by studying for the RICP (Retirement Income Certified Professional)
Early Life and Career:
Lori Pirrone grew up in Long Island, New York. She was heavily involved in dancing from an early age and started participating in competitive dancing events when she was young. She did competitive dancing all the way through her teens and gained valuable structure and discipline skills and characteristics that have served her well professionally.
Lori Pirrone attended Hofstra University, which is local to Long Island in nearby Hempstead, New York. She graduated with a Bachelor of Business Administration degree in Banking and Finance in 1999 and immediately gained employment in the financial industry.
Her first job after graduating college was with Dreyfus Mutual Fund/Mellon Bank as an Internal Sales Representative and Client Service Administrator. She was responsible providing individual investors with investment analysis and mutual fund recommendations.
Lori Pirrone worked for Dreyfus Mutual from 1999 to 2000, before she moved on to American Express Financial Advisors as a Paraplanner and Assistant to Financial Advisor. In this new role, she was responsible for assisting the advisor in portfolio analysis and created financial plans for high net worth individuals. She also did portfolio research, assisted in client management, and had administrative duties. She spent a year with American Express Financial Advisors before moving onto AXA Advisors, LLC where she current works.
With AXA Advisors, LLC, Lori Pirrone is a Financial Consultant and specializes in developing and providing retirement and insurance plans. Her clients generally consist of individuals of high net worth, public employees, and small business owners. She enjoys working in the financial services industry because it provides her the opportunity to provide people help to plan their financial future and to protect their assets for their heirs.
Business Credentials and Certifications:
ChFC (Chartered Financial Consultant), Retirement Benefits Specialist, Series 6, 7, 63 & 65, Life and Health license
Clubs or Societies:
NAFE (National Assoc Female Executives)
Running, Cooking, Family time, Exercising- BootCamp member 3+ years, Spartan Races, Travelling
Financial Consultant, AXA Advisors, LLC