Forbes names Merrill's Lori Sloper a 2023 top woman wealth advisor

Lori Sloper, a Senior Financial Advisor at Merrill Lynch Wealth Management in Providence, was named to the 2023 Forbes “Top Women Wealth Advisors Best-in-State” list for the second year in a row. The Forbes ranking is based on factors such as assets under management, compliance, industry expertise and adoption of best practices. Sloper has over three decades of experience in the financial services industry, where she successfully helps high net worth families and individuals with customized wealth planning and investment strategies. Her practice focuses on retirement accumulation and income with an emphasis on managing risk in challenging markets. Sloper, who lives in Cumberland, RI, has a B.S. in Management from the University of Massachusetts. She is also active in the community with Habitat for Humanity and animal rescue philanthropy.