Hi there! I’m Lori Fletcher, and I’m so glad you’re taking the time to explore our website and learn more about Guided Path Wealth Management.
As the Client Relationship Manager, my goal is to ensure that every interaction you have with our firm is smooth, efficient, and enjoyable. With over 25 years of experience in the financial industry, I’ve had the privilege of working in nearly every aspect of it, and I find great satisfaction in helping our clients.
I oversee all administrative operations and am here to assist with a variety of services, including:
- Deposits, withdrawals, and any related transactions
- Updating contact information
- Creating online viewing profiles, electing paperless delivery options, and navigating the secure client portal
- Account transfers, rollover processing, and setting up new accounts
- Any other client service needs you might have
When I’m not working, you can find me in Central Florida with my husband, Tom. I’m a proud mom to three grown kids. I love walking around the lakes near home or exploring Walt Disney World with Mickey. I’m a big fan of the World Surf League Championship Tour and never miss watching a competition. I love all dogs and can’t pass up the chance to pet every one I come across!
I look forward to working with you and ensuring your experience with us is as positive and seamless as possible.
Telephone: 949.441.3103