Lori Boatwright, Senior Trust Client Assistant on Influential Women

Influential Woman · Financial

Lori Boatwright

Senior Trust Client Assistant, Comerica Bank

Ann Arbor, MI

2016Years experience

Certifications · Degrees · Memberships

Degree High school graduate Degree Some community college classes Degree Dean's List

Her Story

About Lori

Lori Boatwright brings approximately 10 years of experience in the financial sector, where her primary strength lies in client services within wealth management. She started as a part-time teller at Comerica Bank and earned a promotion to the Wealth Management Trust Department. She subsequently spent six months at an independent fiduciary firm building client relationships before accepting a new role as branch office administrator in a three-person Edward Jones office, where she will assist financial advisors and clients while managing office operations. Prior to entering finance, she helped run a pro shop and food and beverage operations at a private country club for about 15 years. Lori is a high school graduate who completed some community college classes and made the Dean's List. She has contributed to her community through volunteering with United Way, Gleaners, Forgotten Harvest, and outreach efforts including distributing turkeys in Detroit.

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