Lorena Poling

Q: What is Lorena Poling email address?

Email Lorena Poling at lgcdavila@gmail.com and lorena.poling@raymondjames.com. This email is the most updated Lorena Poling email found in 2026.

Q: How to contact Lorena Poling?

To contact Lorena Poling send an email to lgcdavila@gmail.com or lorena.poling@raymondjames.com. (updated on October 30, 2024)

Administrative Director at Raymond James Financial Services, Inc. / True North Capital Group, Inc. | Denver Metropolitan Area

About Lorena Poling

As the Administrative Director at Raymond James Financial Services, Inc. and True North Capital Group, Inc., Lorena Poling plays a pivotal role in shaping the financial futures of her clients by aligning their personal and financial goals with a clear, strategic vision—her definition of "True North." With a robust background in investment management, financial planning, and retirement strategies, Lorena excels in business development and client account servicing. Her expertise extends to a variety of specialized areas, including nonprofit organization investment management and charitable gifting strategies, making her a valuable resource for clients seeking to maximize their philanthropic impact while securing their financial well-being.

Lorena's current projects involve implementing comprehensive compliance requirements and developing policies and procedures that enhance operational efficiency and client satisfaction. Her commitment to client support is evident in her meticulous approach to account transfers and practice management, ensuring that each client receives personalized attention and tailored solutions. With a keen understanding of 401(k) plans, IRAs, and college savings 529 plans, she adeptly navigates the complexities of retirement and education planning, empowering clients to make informed decisions about their financial futures.

In addition to her technical skills, Lorena is a strategic thinker with a talent for competitive analysis and marketing communications. Her ability to negotiate effectively and manage events positions her as a leader within the organization, driving initiatives that foster growth and enhance client relationships. Through her dedication and expertise, Lorena Poling exemplifies the True North philosophy, guiding clients toward achieving their financial aspirations with confidence and clarity.

Lorena Poling Work