Lori B. Deane

Lori B. Deane

JD, Senior Wealth Advisor, The Colony Group

As a Senior Wealth Advisor at The Colony Group, Lori counsels high net worth individuals and families by providing them with individualized wealth management plans focused on tax-efficiency. She uses her expertise in estate planning to create strategies to meet the unique needs of her clients.

 

Before joining The Colony Group, Lori was a Senior Staff Attorney with G.W. & Wade, Inc., where she provided financial counseling and tax services to high net worth individuals.  She earned her Juris Doctor from Western New England University School of Law and a Bachelor of Arts from Assumption College. Lori is admitted to practice law in the Commonwealth of Massachusetts.

Contact Details

50 Derby Street
Suite 200
Hingham, MA 02043

6177238200
back to top