1253 Centre TurnpikeOrwigsburg, PA 17961
Lori has an unwavering commitment to her clients and is guided by a profound appreciation for the trust that binds each of these client relationships. As an independent financial advisor with Waddell & Reed, she collaborates with each client in strategizing steps toward pursuing their long-term objectives in all stages of life, standing beside them as they navigate through each phase to pursue their financial goals.
Lori earned her CERTIFIED FINANCIAL PLANNER™ mark in 1995 and started her financial advising career with Waddell & Reed, Inc. in November of 2000. During Lori’s career with Waddell & Reed, she has received numerous awards for her sales achievements and on many occasions has been invited to the company’s Top Advisor’s Forum – which is reserved for the top 75 advisors in the nation. She currently holds the Series 7 and 63 Licenses, as well as Life, Accident, and Health Insurance Licenses.
The Top Advisor's Forum award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor. For more information regarding the award and years received please contact the advisor.
Waddell & Reed is not affiliated with any other entities referenced. 02/19
Tyler began his career at Waddell & Reed over 5 years ago and now holds his Series 7 and Series 66 Licenses, as well as, Life, Accident, and Health Insurance Licenses. He believes that financial health isn’t defined by large moments, but rather by developing good habits that you can carry through each day.
He is an active member in the community, a member of the Schuylkill Young Professionals, the Schuylkill Chamber of Commerce, and the Pottsville Business Association. He graduated from The University of Pittsburgh with a Bachelor’s degree in History.
Waddell & Reed is not affiliated with any other entities referenced. 04/19
Francesco Mercuri began working at Waddell & Reed, Inc. in October of 2017, before which, he was the Chief Operating Officer at CACL Federal Credit Union. He now holds his Series 7 and Series 66 Licenses and his Life, Accident, and Health Insurance Licenses.
Active in the community, Francesco is the Vice President of the Pottsville Area Development Corporation, a board member of the Schuylkill Chamber of Commerce, a board member of Schuylkill Women in Crisis, a board member of the Schuylkill Young Professionals, and a member of the Pottsville Business Association, and graduated the Schuylkill Leadership class in 2016. He is a graduate of the University of Pittsburgh with a Bachelor of Science degree in Actuarial Mathematics.
Waddell & Reed is not affiliated with any other entities referenced. 06/19
Bridget joined Waddell & Reed in November 2015 as a Branch Administrative Assistant and began working for AdviseMint Financial Partners in early 2019. She has a bachelor’s degree in Psychology from Pennsylvania State University.
She was born and raised in Schuylkill County and lives in Saint Clair with her Fiancé. She enjoys spending time with her family, traveling and being outdoors.
Bridget Kelly is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced herein. 02/19