Lori L. Johndrow

Lori Johndrow Bio

Though she was always drawn to business, Lori did not immediately find herself in financial planning. Over the past 33 years, her career evolved, as did the industry. Lori is passionate about empowering others with a sense of financial literacy. Her curiosity led her to continue to build on her knowledge, acquiring the certifications necessary to establish herself in finance. This was a natural progression from her background in life insurance, where she had met with success and established a large client base.

Lori values education for herself, her team and her clients. She has organized and presented hundreds of financial education seminars across the country at major corporations and universities, including a series of presentations designed to help women create and manage wealth. Inspired and energized by the prospect of helping others in a profound and tangible manner, Lori continues to add to her knowledge of finance and recently acquired her Retirement Income Certified Professional® and Accredited Investment Fiduciary® designations.

When she is not in the office, Lori is a novice photographer who routinely gets behind the camera to capture her travels with her husband, Dave. Always up for adventures large and small, Lori and Dave are avid sailors and frequent travelers whose recent journeys include Dublin Ireland, New York City, Chicago, San Diego, Austin, Scottsdale and Key West. Their son, Chris, is a PhD candidate at Albert Einstein School of Medicine and lives in Brooklyn with his wife, Maggie. Their daughter, Kaitlin, earned her BA in art history and is currently working as the Associate Team Leader at the Preservation Society of Newport, Rhode Island.

Lori is a cum laude graduate of Central Connecticut State University.

Designations and Registrations

 

  • Accredited Investment Fiduciary® (AIF®)

  • Chartered Life Underwriter® (CLU®)

  • Chartered Financial Consultant® (ChFC®)

  • Retirement Income Certified Professional® (RICP®)

  • Life Underwriting Training Council Fellowship (LUTCF)

  • Certified Fund Specialist® (CFS®)

  • FINRA Series 6, 7 and 66 Securities Registrations

  • Previous Member of Million Dollar Round Table

  • Five Star Wealth Manager award* for the past three years

  • Top Producer at Commonwealth Financial Network®, Business Experience 2016, 2017

cfn business
 


Lori Johndrow is proud to have been recognized as a Business Experience advisor for 2016 and 2017—a distinction based on annual production that places her among the top 37 percent of advisors affiliated with Commonwealth Financial Network.

* Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,983 Connecticut wealth managers were considered for the award; 433 (22 percent of candidates) were named 2016 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit www.mdrt.org.