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Lori Houston

Lori Houston

Followers of Lori Houston277 followers
location of Lori HoustonUnited States

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  • Timeline

  • About me

    Senior Vice President, Client Advisor at Whittier Trust Company

  • Education

    • The University of British Columbia

      -
      PHYSICAL SCIENCES

  • Experience

    • Whittier Trust Company

      Jan 2000 - now

      Exceptional relationship and client service in all areas of wealth management. Graduate of the Cannon Financial Institute's Trust School and hold a Certified Trust and Financial Advisor (CTFA) designation. Member of Estate Planning Council of Seattle, and East King County Estate Planning Council and the Northwest Family Business Advisors in Washington.

      • Senior Vice President, Client Advisor at Whittier Trust Company

        Dec 2019 - now

      • Vice President, Client Advisor

        Jan 2000 - now

  • Licenses & Certifications

    • Certified Trust and Financial Advisor (CTFA)

      Institute of Certified Bankers

  • Volunteer Experience

    • Community Engagement Committee

      Issued by WithinReach on Jun 2016
      WithinReachAssociated with Lori Houston

    • Member

      Issued by Washington Women's Foundation on Jan 2017
      Washington Women's FoundationAssociated with Lori Houston