Lori Bishop
Experience
Lori joined Collier Wealth Management in 2009 to provide comprehensive financial planning services to clients. Prior to joining Collier Wealth Management she worked for First Tennessee Bank, where she developed and managed the Private Wealth Advisory Group, a multi-family office program serving high net worth clients. She has served a variety of clients with unique needs, including entertainers, professional athletes, artists, business owners, and corporate executives. Her extensive experience and knowledge uniquely qualify her to serve clients and she finds her role at Collier Wealth Management to be one she truly enjoys.
Education
Lori graduated from Auburn University with a B.S. in Economics and earned the CERTIFIED FINANCIAL PLANNER™ designation in 1987 while working with P. Kemp Fain, CFP™, and former President of the Institute of Financial Planners and America’s first CFP™. She has furthered her education with specialized training in stock options, intellectual property, advanced estate planning and retirement income planning.
Personal
Lori lives in Hendersonville with husband, Mike, also on the Collier Wealth team. Mike and Lori have two sons, Gerald and Robert. They attend First Baptist Church of Hendersonville. Lori fills her free time with a variety of creative activities, both artistic and musical, and enjoys travel.
Community
Lori is a member and serves on the board of the Monthaven Art Society. She co-chairs the Art Around Town program which connects local artists with businesses to bring original artwork to the community. Lori has coached Habitat for Humanity homeowners in money management, counseled families in financial crisis through area churches, and taught money management classes at the college level.
“My role at Collier Wealth is great! I get to use my experience in financial planning and management to fulfill our firm’s mission of helping ‘ideal clients get their house in order and keeping it that way forever.’ It’s more than a statement to this team. It’s our goal every day. Our clients are like family members and making sure they are taken care of is very important to all of us.”
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