Broker Check
Lori Rogers

Lori Rogers

Financial Advisor

Lori Rogers began her career in the insurance and financial services industry in 1992. Lori guides her clients through a focused financial planning process that helps them achieve their retirement goal of financial independence. She offers a full range of investment products and services to both individual and small business clients in the areas of retirement planning, income distribution planning, and estate planning strategies.

Lori obtained a BA degree from Stetson University and went on to obtain her LUTCF designation. She has passed the Financial Industry Regulatory Authority (FINRA) examination and holds series 6,7, and 65 registrations.

Additionally, she holds a state of Florida life, health and variable annuity insurance license. Lori has been recognized as a leading financial professional on several occasions beginning with the National Leader's Club (1993-1997), President's Cabinet (1998), Centurion (1999-2024), Hallmark I (2002), Hallmark II (2006), Hallmark III (2008), Hallmark IV (2012) Hallmark V (2016), Hallmark VI (2019), Hallmark VII (2021), Hallmark VIII (2023). 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, 2023), 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). Lori also received the prestigious Order of Excaliber Award in 2006.

Realizing that her community is the foundation of the clientele she serves, Lori is very active in many personal and professional organizations within her community. She is active in the Sarasota Association of Insurance & Financial Advisors, Million Dollar Round Table, as well as volunteering at her children's schools.

Lori has been married to her husband, Damon, since 1996. They have three boys, Roman, Bronson, and Kane. In her free time, she likes to spend time with her family, boating, and traveling.