LORI WILLIAMSON

CLIENT SERVICES COORDINATOR

Lori Williamson serves as Erick Barone's Executive Assistant and Client Service Coordinator at LEGACYpcs. With a diverse background, she brings a wealth of experience to her multifaceted role. Lori efficiently manages administrative tasks, prepares essential documents for review and execution, schedules appointments with advisors, and provides additional support to the advisory team.

Lori is a Licensed Service Assistant with an N.C. Life insurance License. Born and raised in the suburbs of Philadelphia, she earned a Bachelor of Science in Elementary and Early Childhood Education from Temple University. In the mid-'90s, she relocated to North Carolina after marrying her husband, Todd. After teaching for several years, Lori transitioned briefly into real estate before finding her niche in the financial services industry.

She holds a deep conviction for the meaningful work undertaken at Legacypcs, considering it a privilege to contribute to the invaluable services offered to our clients and their families. A distinguishing feature of our approach is the meticulous attention devoted to understanding clients' goals and values, allowing Legacypcs to efficiently and effectively support our client's family wealth enterprise.

Beyond the office, Lori and Todd have two grown children and a spunky chocolate lab mix named Daisy. Lori prioritizes family time, leisurely walks (and runs) with Daisy, and community engagement. In October, she will run her first 5K to support the Make a Wish Foundation. Lori is actively involved in her church's Youth Ministry and Media Team. She firmly believes in the importance of service and giving back, and she feels blessed to be able to pursue these endeavors in both her personal and professional capacities.