Lori Smith

Registered Client Associate

With over 25 years of experience in the financial services industry, Lori brings extensive knowledge and expertise to the Marzano Capital Group team. She has held client service roles at Merrill Lynch and UBS Financial Services and most recently worked as an Investment Consultant at Fidelity Investments.

A Davie County native and UNC-Chapel Hill alumna, Lori has been married to her husband, Alan, for 25 years and is a proud mother to two daughters, Madison (22) and Taylor (19). She has served on several local boards, including Davie High Hunger Fighters and Davie County Go Far, and was a member of the Davie County Board of Education from 2018 to 2022.

Outside of work, Lori enjoys running, exercising, traveling, and spending time with her family.

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