Lori Morris
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Lori Morris Email & Phone Number

Client Services Manager at Heritage Wealth Advisors
Location: Bothell, Washington, United States 6 work roles 4 schools
1 work email found @altavista.com 1 phone found area 619 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email l****@altavista.com
Direct phone (619) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Heritage Wealth Advisors
Role
Client Services Manager
Location
Bothell, Washington, United States
Company size
48 employees

Who is Lori Morris? Overview

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Quick answer

Lori Morris is listed as Client Services Manager at Heritage Wealth Advisors, a company with 48 employees, based in Bothell, Washington, United States. AeroLeads shows a work email signal at altavista.com, phone signal with area code 619, and a matched LinkedIn profile for Lori Morris.

Lori Morris previously worked as Notary Public (Remote Online Notary) RON at Notary By Lori and Client Services Manager at Ameriprise Financial Services, Inc.. Lori Morris holds Accounting, Business from Highline College.

Company email context

Email format at Heritage Wealth Advisors

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*@altavista.com
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AeroLeads found 1 current-domain work email signal for Lori Morris. Compare company email patterns before reaching out.

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Profile bio

About Lori Morris

ABOUT ME I've worked in the Financial / investments industry since 1999. I became a licensed Notary Public in 2012, to service our clients. I've expanded my Notary experience into a business as a Remote Online Notary (RON), and find that providing online, virtual signings to be a huge time saver in these busy times we live in.In 2019 the remote notarization law passed and March 16, 2021, permanent rules allowing remote notarization went into effect in Washington State. Additionally, these states have adopted permanent Remote Online Notarization (RON) Law & they include:Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia, Wisconsin and Wyoming.

Listed skills include Customer Service.

Current workplace

Lori Morris's current company

Company context helps verify the profile and gives searchers a useful next step.

Heritage Wealth Advisors
Heritage Wealth Advisors
Client Services Manager
Bothell, WA, US
Website
heritagewealth.net
Employees
48
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Company profile
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6 roles

Lori Morris work experience

A career timeline built from the work history available for this profile.

Notary Public (Remote Online Notary) Ron

Current
Notary By Lori
Mar 2024 - Present

Client Services Manager

Current
Heritage Wealth Advisors

Snohomish County, Washington, United States

Jul 2018 - Present

Client Services Manager

Ameriprise Financial Services, Inc.

Bellevue, WA

  • Delivered a seamless and integrated client experience, while maintaining client relationship.
  • Client quarterly meetings prep: Schedule/confirm meeting, net-worth spreadsheet, agenda, PMT, & other data.
  • Enter data into contact manager, create the meeting agenda and follow-up summary of meetings.
  • Prepare/ensure new business paperwork.
  • Track new insurance applications and coordinate rollovers.
  • Working knowledge of Thomson Reuters Platform – daily trading, annuity net (execution and follow-up).
Jul 2013 - Jun 2018

Client Services Manager

Wealth Management Nw
  • More than 12 years experience in the financial services industry.
  • Highly motivated and exceptional team player; able to work well under pressure.
  • Strong attention to organization, detail, and effective use of time.
  • Highly organized with strong administration skills and able to meet all required deadlines.
  • Polished, confident professional with extreme multi-tasking ability, able to anticipate issues before problems can arise.
  • Proven ability to manage and control critical issues and implement solutions.
Nov 1999 - Jul 2013

Administration Manager

Washington Mutual Savings Bank
Jan 1977 - Jul 1987
Team & coworkers

Colleagues at Heritage Wealth Advisors

Other employees you can reach at heritagewealth.net. View company contacts for 48 employees →

SG Sara Gochenour Sara Gochenour Colleague at Heritage Wealth AdvisorsRichmond, Virginia, United States, United States View → SH Steve Henderson Steve Henderson Colleague at Heritage Wealth AdvisorsRichmond, Virginia, United States, United States View → NJ Natalie Jones Natalie Jones Colleague at Heritage Wealth AdvisorsGreater Richmond Region, United States View → CH Chase Hill Chase Hill Colleague at Heritage Wealth AdvisorsMidlothian, Virginia, United States, United States View → MD Mara Decapito Mara Decapito Colleague at Heritage Wealth AdvisorsPittsburgh, Pennsylvania, United States, United States View → KS Kristen Sarah Kristen Sarah Colleague at Heritage Wealth AdvisorsBellingham, Washington, United States, United States View → TM Tyler Mock Tyler Mock Colleague at Heritage Wealth AdvisorsPittsburgh, Pennsylvania, United States, United States View → SS Sarah Simmer Cpa, Cfp®, Cap® Sarah Simmer Cpa, Cfp®, Cap® Colleague at Heritage Wealth AdvisorsWexford, Pennsylvania, United States, United States View → MK Michael Kelly, Cpa Michael Kelly, Cpa Colleague at Heritage Wealth AdvisorsPittsburgh, Pennsylvania, United States, United States View → CK Cyrus Kump Cyrus Kump Colleague at Heritage Wealth AdvisorsHarrisonburg, Virginia, United States, United States View →
4 education records

Lori Morris education

Education record

Evergreen Senior High School

Education record

Glendale Jr. High In Seattle

Education record

Our Lady Of Lourdes In Seattle
FAQ

Frequently asked questions about Lori Morris

Quick answers generated from the profile data available on this page.

What company does Lori Morris work for?

Lori Morris works for Heritage Wealth Advisors.

What is Lori Morris's role at Heritage Wealth Advisors?

Lori Morris is listed as Client Services Manager at Heritage Wealth Advisors.

What is Lori Morris's email address?

AeroLeads has found 1 work email signal at @altavista.com for Lori Morris at Heritage Wealth Advisors.

What is Lori Morris's phone number?

AeroLeads has found 1 phone signal(s) with area code 619 for Lori Morris at Heritage Wealth Advisors.

Where is Lori Morris based?

Lori Morris is based in Bothell, Washington, United States while working with Heritage Wealth Advisors.

What companies has Lori Morris worked for?

Lori Morris has worked for Heritage Wealth Advisors, Notary By Lori, Ameriprise Financial Services, Inc., Wealth Management Nw, and Washington Mutual Savings Bank.

Who are Lori Morris's colleagues at Heritage Wealth Advisors?

Lori Morris's colleagues at Heritage Wealth Advisors include Sara Gochenour, Steve Henderson, Natalie Jones, Chase Hill, and Mara Decapito.

How can I contact Lori Morris?

You can use AeroLeads to view verified contact signals for Lori Morris at Heritage Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Lori Morris attend?

Lori Morris holds Accounting, Business from Highline College.

What skills is Lori Morris known for?

Lori Morris is listed with skills including Customer Service.

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