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

2 Atlantic Avenue, Boston, MA 02110

6177238200
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