Merrill Financial Advisor Lori Sloper Wins 2024 Top Advisor Award

Lori Sloper, a Senior Financial Advisor at Merrill Lynch Wealth Management in Providence, was named to the 2024 Forbes “Top Women Wealth Advisors Best-in-State” list for the third 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 won numerous awards as an advisor 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 with her husband Jim, 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.