Lori B. Evans, CFP®
Senior Vice President, Team Leader, Eastern Bank Wealth Management
Lori is responsible for developing and managing client relationships for EWM in the South Shore and Cape Cod regions. Lori provides investment management, retirement/financial planning and fiduciary services for individuals, trusts, institutions, and non-profit organizations. Ms. Evans also service in a leadership role as the Team Leader for the EWM South Shore/Cape Cod Team.
Lori has more than 30 years’ experience in the investment and financial planning arenas. Lori joined Eastern in 2005 after five years with Cape Cod Bank & Trust as a VP/Sr. Portfolio Manager. Prior to CCBT, Lori’s tenure includes Sr. roles in portfolio management and relationship management with Smith Barney, DLJ, BayBank and BankBoston.
Lori holds a Bachelor of Science degree from Babson College and is an alumnus of Worcester Academy. She has been a Certified Financial Planner since 1991.
Lori can be reached at 508-923-2805 or firstname.lastname@example.org