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Lori Brodbeck, CTFA

Lori Brodbeck, CTFA

Branch Manager

location of Lori Brodbeck, CTFAFulton Private Bank

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  • Timeline

  • About me

    Vice President, Wealth Advisor Team Lead at Fulton Private Bank

  • Education

    • Spring Grove High School

      -

    • York College of Pennsylvania

      -
      AS Marketing

  • Experience

    • Drovers Bank

      Jan 1986 - Jan 1990
      Branch Manager

    • Fulton Financial Advisorss/Clermont Wealth Strategies

      Jan 1990 - Nov 2005
      Vice President & Personal Trust Officer

    • Wilmington Trust

      Nov 2005 - May 2018
      Vice President, Senior Fiduciary Advisor

      Assist high net worth clients with investment, retirement and tax planning.

    • Fulton Private Bank

      May 2018 - now
      Vice President, Wealth Advisor Team Lead

  • Licenses & Certifications

    • CTFA

      Institute of Certified Bankers
      Jul 2013