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As part of the CXO podcast series by CAIS, Lori Van Dusen, CIMA, CEO and Founder of LVW Advisors, was featured on the latest session, “Building a Best-in-State Wealth Advisory Firm.”
In the interview with Nic Millikan, Managing Director of Intelligence and Insights at CAIS, Lori spoke about her start in the finance industry, her career trajectory, and how she ultimately founded LVW Advisors based on the core principle of putting the client first.
The views expressed in this discussion do not necessarily reflect or represent the views of LVW Advisors. Views presented are as of the time of the discussion and subject to change. Actual economic or market events may turn out differently than anticipated. Past performance may not be indicative of future results, and there can be no assurance that the views and opinions expressed herein will come to pass. No part of this presentation should be construed as a solicitation to effect securities transactions or the rendering of investment advice. Any investment advice provided by LVW Advisors is client specific based on each clients’ risk tolerance and investment objectives.
