Stock Options and Equity Compensation
As a Senior Wealth Advisor at The Colony Group, Lori counsels high-net-worth individuals and families by providing them with individualized comprehensive wealth management plans focused on tax-efficiency. She uses her expertise in estate planning to create strategies to meet the unique needs of her clients. Additionally, Lori is continuing to build The Colony Group’s curriculum to educate wealth advisors who are either new to the industry or to Colony.
Prior to joining The Colony Group in 2004, Lori worked as Senior Staff Attorney with G.W. & Wade, Inc., where she provided financial counseling and tax services to high-net-worth individuals. She is admitted to practice law in the Commonwealth of Massachusetts.
Lori earned her Juris Doctor from Western New England University School of Law and a Bachelor of Arts from Assumption University. She is a member of The Colony Group’s Diversity, Equity, and Inclusion Council. When not in the office, Lori can be found at a local hockey rink cheering on her son and daughter or walking out and about with her beloved cockapoo, Oakley.
Financial Advisor Magazine covered The Colony Group's latest promotions and the future of their common vision. Read the full story here.
BOSTON, MA – The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of...
The Colony Group's Lori Deane, Senior Wealth Advisor, spoke with Barrons about some of our training for advisors. Read the full article here.