Lori Boykin Email and Phone Number

Many firms say they can manage your wealth. Few can create it. At BIP Wealth, we do both.While other firms focus on selling, we’re relentlessly focused on the science of investing. We are a Wealth Creation Engine – propelled by a unique blend of science-based investment methodologies, a focus on technology innovation, and a deep commitment to openness and transparency. The BIP Wealth Creation Engine delivers smarter, more insightful strategies for the complex needs of our clients, and a more engaging, dynamic and rewarding client experience overall.At BIP Wealth, we believe performance matters. We believe in diligence, hard work and that every idea should drive better results. We believe personal relationships are vital to success – that’s why we listen, collaborate, and build solutions together. From wealth management to tax planning to private equities, we design every strategy to go beyond what’s expected. We’ve built the Southeast’s leading private equity practice, offering our clients direct, unparalleled access to the innovation community and the opportunity to be part of something even bigger than returns. Wealth has the power to do great things. That’s why we’re constantly working, consistently innovating to make your money go further. We are not your typical wealth management firm. We are driven towards excellence. We are Engineered to Perform.

I worked with high net worth clients focusing on wealth planning, such as retirement planning, investment help and advice, estate planning and other services. I was also focused on retaining existing clients and growing my client base. I was with the company for over 15 years so I was able to build solid relationships and friendships with many of my clients during that time.

I was the sales assistant for the branch manager at the time. I facilitated the sales activities for 3 brokers as well as coordinated and participated in local seminars.