Get to Know the Faces Behind Our Success!
Lori Taylor
Senior Client Service Specialist
Lori Taylor joined the Prime Capital Financial Little Rock office team as the Client Experience Professional in May 2021. She has over 22 years of customer service and business management experience with a reputation for dependability, honesty, and trustworthiness.
She is focused on maintaining an organized and efficient office environment so that she may provide excellent service and support to the Little Rock clients and team.
Lori graduated from the University of Missouri of St-Louis with a Bachelor of Science. After graduation, she managed a family-owned business and opened her own successful storefront retail business in 2004. She managed both businesses for more than 10 years and successfully sold her retail business in Conway prior to joining First Security Bank Trust & Wealth Management in 2019 as office manager. Lori successfully completed training in estate planning in 2020. It has become her passion to work with clients on the investment side, where she especially enjoys meeting and developing relationships with new clients, helping them through the onboarding process and the continued servicing of their accounts.
Lori lives in Conway, Arkansas and is a proud mom to her two kids Trysta and Nickolas. She enjoys spending time by the pool, gardening, working out, listening to music, and loves going to the beach.
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This article is not to be construed as financial advice. It is provided for informational purposes only and it should not be relied upon. It is recommended that you check with your financial advisor, tax professional and legal professionals when making any investment or any change to your retirement plan. Your investments, insurance and savings vehicles should match your risk tolerance and be suitable as well as what’s best for your personal financial situation.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (“PCWM”) and Qualified Plan Advisors (“QPA”). Certain services may be provided by affiliates of PCIA.
