Meet the Team
Our team sincerely appreciates the opportunity we’ve had to work with some clients for more than 30 years. The relationships that we have established with these clients illustrate our focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”
Executive Team Member
Lori Williams Wealth Consulting Assistant
Lori Williams joined Bruce Moskowitz’s team in Wilmington, NC in 2012, then became part of LifeTime in 2024 as part of a merger with Bruce’s wealth management practice. Lori assisted LifeTime as the company established their office in Wilmington and serves clients as a Wealth Consulting Assistant. She has over 25 years of retail brokerage experience and is a registered staff member.
Lori grew up in Richmond, Indiana, and received her bachelor’s degree from Purdue University, where she played on the women’s golf team and played violin in the Purdue Symphony Orchestra. After graduating, Lori spent several years as an LPGA teaching professional working at golf courses in the Pinehurst and Raleigh areas, before her interest turned to investing. Her interest, sparked by her family’s frequent dinner table conversations about stocks and investments, eventually led her to pursue a new career in wealth management.
Lori started out in wealth management in a support role and studied to become a Financial Advisor, gaining several years of experience working at AG Edwards and another large investment firm. Lori briefly retired but decided to move back into client support in 2012 when she met Bruce Moskowitz, a Wealth Consultant and now Managing Partner at LifeTime. Lori works closely with Bruce providing exceptional service to his clients. She also helps to manage the daily operations of the Wilmington office.
Lori works remotely and lives with her husband Herman in the Winston-Salem area. When not working, Lori enjoys traveling and spending time with Herman, family, and friends. Lori is passionate about organic food and cooking, and she loves spending early mornings at the local Farmer’s Market. She also enjoys fitness, wildlife, golf, hiking the North Carolina mountains, country music concerts and attending Port City Community Church when visiting Wilmington.
