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My name is Lori Rogers. Welcome to my website.
As an Equitable Advisors financial professional and active member of the Sarasota, Florida community, I am dedicated to helping individuals and businesses build their financial futures. I am a registered Representative and Investment Advisor Representative of Equitable Advisors and an agent of Equitable Network. In addition I offer products from over 100 other companies through Equitable Network, LLC.
I began my career in the insurance and financial services industry in 1992. To stay on top of my field and develop my professional skills I've regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exam for the:
· Life Underwriters Training Council Fellow (LUTCF)
· FINRA Registrations: Series 6, Series 7 and Series 65
My academic achievements include a Bachelor of Arts Degree from Stetson University.
Additionally I hold a state of Florida life, health and variable annuity insurance license. I have been recognized as a leading financial professional on several occasions beginning with the National Leader's Club (1993-1997), President's Cabinet (1998), Centurion (1999-2023), Hallmark I (2002), Hallmark II (2006), Hallmark III (2008), Hallmark IV (2012) Hallmark V (2016), Hallmark VI (2019). Hall of Fame (2003), Summit (2003, 2005, 2006, 2007, 2008, 2010, 2017, 2018), Advisor of the Year (2001, 2003, 2005, 2006, 2007, 2008), ESF of the Year (2000, 2002 ,2009 ,2010), Sterling Group (2002-2005), Paramount Planning Group (2005-2019), Elite Producer Group (2020-2023), life qualifying member of the Million Dollar Round Table (MDRT 1995-2023) and Bronze Eagle Award (2005, 2006, 2008, 2010, 2017, 2019, 2020, 2021), and Silver Eagle Award (2007, 2021, 2022), Circle of Excellence (2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019), Superior Achievement Award (2008) and Distinguish Service Award (2013) Equitable Gold (2020-2023). 25 year Veterans Service Award (2017). I also qualified for the prestigious Order of Excaliber Award in 2006.
My experience has been recognized by the financial community as evidenced by my election into various organizations. I am a qualifying and life member of the Million Dollar Round Table. In addition I hold membership in the National Association of Insurance and Financial Advisors and the Sarasota Association of Insurance and Financial Advisors, as well as volunteering at my children's school.
My education, experience and professional affiliations have fostered my practical approach to offering financial guidance and planning services to my clients. Rather than just recommending a generic grouping of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you achieve your goals. Then, as a financial professional of Equitable Advisors, I'll recommend the appropriate products and services to help you execute your strategy. Through outstanding service, I have built a strong client base and expanded my business through referrals from satisfied clients.
A strong sense of family and community are important to me. My husband, Damon Sessa and I have been happily married since 1996 and have three sons. When I am not helping my clients reach their financial goals, I enjoy spending my time with family, boating and traveling.