Merrill's Lori Sloper Named 2023 Forbes "Best-in-State Wealth Advisor"

Lori Sloper, a Senior Financial Advisor at Merrill Lynch Wealth Management in Providence, was named to the 2023 Forbes “Best-in-State Wealth Advisors” 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 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, 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.