LVW Advisors CEO and Founder, Lori Van Dusen, CIMA®, recently shared her journey with Women Leaders CONNECT, reflecting on how embracing her outsider advantage helped her build a career focused on meaningful client relationships rather than transactions. Lori highlighted the importance of mentorship, confidence, and resilience – drawing inspiration from Susan B. Anthony and emphasizing the power of women showing up and doing the work. She also discussed her community efforts to expand healthcare access and education and encouraged young women to pursue careers in finance and STEM.
Barron’s Hall of Fame awarded to Lori Van Dusen October 2019. Girl Scouts of Western New York Women of Distinction awarded September 2019. Rochester Business Journal Circle of Excellence awarded April 2020. Institutional Investors’ RIA Intel CEO of the Year awarded September 2022. These honors were not based any particular time period, and no payments were made in connection with receiving or promoting these recognitions. Forbes’ America’s Top Wealth Advisors and Best-In-State Wealth Advisors awarded April 2025 based on data provided by LVW Advisors for the time period July 1, 2023 through June 30, 2024; April 2024 based on data provided by LVW Advisors for the time period July 1, 2022 through June 30, 2023; April 2023 based on data for the time period July 1, 2021 through June 30, 2022; April 2022 based on data for the time period July 1, 2020 through June 30, 2021; and April 2021 based on data for the time period July 1, 2019 through June 30, 2020. For the purposes of these rankings, New York State excludes New York City. Forbes’ America’s Top Women Advisors awarded February 2025 based on data provided by LVW Advisors for the time period October 1, 2023 through September 30, 2024; February 2024 based on data for the time period October 1, 2022 through September 30, 2023; February 2023 based on data for the time period October 1, 2021 through September 30, 2022; February 2022 based on data for the time period October 1, 2020 through September 30, 2021; and March 2021 based on data for the time period October 1, 2019 through September 30, 2020. No payments were made to receive the awards. LVW Advisors paid a fee in 2025, 2024, 2023, 2022, and 2021 for promotional materials. Additional information at lvwadvisors.com/disclosure