Lori Brinker

Lori Brinker serves as a Senior Resident Director at Merrill, where she offers comprehensive wealth management strategies grounded in a deep understanding of each client's financial goals and life priorities. She collaborates closely with clients to create personalized plans that incorporate Merrill’s investment insights and Bank of America’s banking and lending solutions. Lori’s expertise spans areas including college education planning, family wealth management, legacy and retirement planning, and specialized strategies for women, LGBT clients, and managing new wealth.

Lori holds a Bachelor's Degree from Grove City College and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to continuous development to enhance her skills and knowledge in supporting clients’ financial confidence.

In addition to her professional responsibilities, Lori participates actively in community volunteering, reflecting Merrill’s tradition of community engagement. Her personal interests include biking, boating, hiking, reading, singing, spending time with her family, tennis, and yoga.