Lori Brinker, CFP^®, CRPC^®, CDFA^®

Vice President
Resident Director

Lori joined Merrill Lynch as a financial advisor in 2005 and has been in the financial services industry since 1996. The basis of Lori’s financial background began with her studies for the bachelor's degree in financial management, with a minor in mathematics that she earned from Grove City College. She then obtained the CERTIFIED FINANCIAL PLANNER™ designation. Throughout 20 years of experience in the financial services industry, she has also acquired a Pennsylvania state life, accident, and health insurance license, as well as the Chartered Retirement Planning Counselor (CRPC^®) and the Certified Divorce Financial Analyst^® (CDFA^®) designations.

In addition to educating individuals, families and business owners regarding the wealth management process, Lori is an educator for Duquesne University. She enjoys teaching Duquesne University’s Executive Certificate in Financial Planning course that prepares professionals to obtain their CFP^® designation. Lori serves on the board of directors for the Sampson Family Y in the eastern suburbs of Pittsburgh and she is the metro liaison to the Greater Pittsburgh Area YMCA. Furthermore, Lori is a member of Philanthropic Educational Organization (PEO). Lori lives in Murrysville with her husband, John.