Patty Loris
Wealth Advisor at Professional Wealth Advisors, LLC at Professional Wealth Advisors, LLC | Waterford, Wisconsin, United States
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Wealth Advisor at Professional Wealth Advisors, LLC at Professional Wealth Advisors, LLC in January 2021 to Present
Wealth Management Advisor at Dorion-Gray Retirement Planning, Inc. in December 2013 to January 2021
LPL Financial Advisor, President at Ánu Financial Group in July 2012 to December 2013
LPL Financial Advisor at Libertyville Financial Group in October 2009 to December 2013
Financial Advisor at GCG Financial in October 2005 to October 2009
Broker at Professional Liabilities and Consultants in November 2002 to November 2005
Principal at Lorec and Associates in January 1989 to January 1999
Brand Manager at Kraft Foods Inc. in January 1986 to January 1989
Merchandising Manager at Jewel food Stores in January 1982 to January 1986
Management Trainee at Jewel food Stores in May 1980 to January 1982
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Kaplan University, November 2026
Northern Illinois University, MBA, November 1986 to November 1990
Northern Illinois University, BS, November 1978 to November 1980
St. Mary's College, Notre Dame, IN, November 1976 to November 1978
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Strategic Financial Planning
Retirement Planning
Retirement
Portfolio Management
Investments
Wealth Management
Finance
Securities
Investment Management
Insurance
Estate Planning
Financial Services
Wealth
Financial Planners
Certified Financial Planner
Management
Holistic Financial Planning
Business Transition Planning
Mutual Funds
Life Insurance
Long Term Care Insurance
Investment Strategies
Small Business
Asset Management
Income Tax
Asset Managment
Listener
Financial Life Planning
Strategic Wealth Management
Asset Diversification
Income tax Planning
Exceptionally well organized
Empathetic
Honest
Financial Advisory
Investment Advisory
Strategic Planning
Leadership
Training
Team Building
Finra
Estate Tax Planning
Income Distribution
Financial Planning
Relationship Building
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Discover more about Professional Wealth Advisors, LLCWhat is Patty Loris email address?
Email Patty Loris at [email protected], [email protected] and [email protected]. This email is the most updated Patty Loris's email found in 2026.
What is Patty Loris phone number?
Patty Loris phone number is 2628951503 and 779-994-4563.
How to contact Patty Loris?
To contact Patty Loris send an email to [email protected], [email protected] or [email protected]. If you want to call Patty Loris try calling on 2628951503 and 779-994-4563. (updated on May 19, 2025)
What company does Patty Loris work for?
Patty Loris works for Professional Wealth Advisors, LLC
What is Patty Loris's role at Professional Wealth Advisors, LLC?
Patty Loris is Wealth Advisor at Professional Wealth Advisors, LLC
What industry does Patty Loris work in?
Patty Loris works in the Financial Services industry.
Patty Loris Email Addresses
Patty Loris Phone Numbers
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