Lori Taylor - Email & Phone Number

Senior Vice President | Wealth Management Advisor at Capital Wealth Advisors

Lori Taylor is based out of Raleigh, North Carolina, United States and works at Capital Wealth Advisors as Senior Vice President | Wealth Management Advisor.

Lori Taylor's Contact Information

Lori Taylor's Work email

l*****@capita***.com

Valid

Latest update

October 28, 2025

Location

Raleigh, North Carolina, United States

Lori's current employer

Capital Wealth Advisors

Description

Independent financial advisory firm serving high net worth families and entrepreneurs through wealth advisory, estate planning & family o...

Website

capitalwealthadvisors.com

HQ Location

Naples, FL, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Capital Wealth Advisors

Frequent questions about Lori Taylor

What company is Lori Taylor working for?

Lori Taylor works for Capital Wealth Advisors.

What is Lori Taylor's function at Capital Wealth Advisors?

Lori Taylor is Senior Vice President | Wealth Management Advisor at Capital Wealth Advisors.

Where is Lori Taylor based?

Lori Taylor is based out of Raleigh, North Carolina, United States.

What is Lori Taylor's work email address?

Lori Taylor's professional email address is l*****@capita***.com

Who are Lori Taylor's co-workers?

Lori Taylor's colleagues are Bill Beynon, Blaine Ferguson, Joseph Tornincaso, Colleen Murphy, Mike Martin, James Beachum, Lisa Waite, Richard Knepfler, Alex Bouton, Roxane Galati, Daniel London, James Love, Karen Muchnik, Carla Lamantia, Jason Baum, Drew Isaacson, Shad White, Jeffrey Galati, John Walker, Samantha Nalbach, Jay Folz, Deb Minnick, Pattie Imperial, Daniel Howell, Devon Preece, Mikaela Latimer, Lewis Johnson, Kevin Erndl, Alex Starkey, Rachael Neff, Kimberly Key.

Lori's co-workers

Bill Beynon

President & CEO | Wealth Management | Estate Planning | Life Insurance

Blaine Ferguson

Co-Founder/ COO ♦ Wealth Management ♦ Estate Planning ♦ Risk Management

Joseph Tornincaso

Senior Vice President / Private Wealth Management

Colleen Murphy

Vice President- Private Wealth Management

Mike Martin

Senior Vice President Private Wealth Management

James Beachum

Vice President | Private Wealth Management

Lisa Waite

Vice President Client Services

Richard Knepfler

CFO

Alex Bouton

Vice President | Investment Management

Roxane Galati

Senior Vice President - Private Wealth Management at CAPITAL WEALTH ADVISORS

Daniel London

Senior Vice President of Private Wealth Management

James Love

Executive Vice President | Private Wealth Management

Karen Muchnik

Vice President Private Wealth Management

Carla Lamantia

Vice President | Investment Management

Jason Baum

Senior Vice President, Private Wealth Management

Drew Isaacson

Vice President of Private Wealth Management

Shad White

Vice President, Private Wealth Management

Jeffrey Galati

Managing Director - Private Wealth Management

John Walker

Managing Director | Private Wealth Management

Samantha Nalbach

Director of Marketing

Jay Folz

Managing Director

Deb Minnick

Managing Director - National Advisory Services at CAPITAL WEALTH ADVISORS

Pattie Imperial

Strategic Talent Acquisition Manager

Daniel Howell

Associate Financial Advisor

Devon Preece

Senior Underwriter

Mikaela Latimer

Client Services Manager

Lewis Johnson

Chief Investment Officer & Partner

Chief Compliance Officer

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