Lori G. Booker

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Lori Booker is a Senior Vice President and Wealth Strategies Advisor for Bank of America Private Bank in McLean, Virginia. In this role, Lori works closely with our clients and their families to help ensure that the Private Bank team develops a customized wealth plan that meets not only their current needs, but embraces their future wishes as well. She works with their outside advisors, including accountants and attorneys, to help ensure that the clients' holistic wealth plan is established, properly implemented and modified as appropriate throughout changes in the tax and regulatory landscape.

Lori began her career as a CPA with Price Waterhouse (PwC) and continued to work at PwC while obtaining her law degree from Georgetown. She advised clients on legal matters at Covington & Burling and Greenberg Traurig in Washington, DC. After serving as in-house counsel for Maple Life Financial, Lori joined Wells Fargo Private Bank as a Senior Trust and Fiduciary Specialist. She later formed her own boutique law and accounting firm. Lori has significant experience and insight into the wealth management needs of high-net-worth clients and families.

Lori holds a JD from Georgetown University Law Center, and an MBA in finance as well as a BS in accounting (cum laude) from Florida A&M University.


*Lori does not provide legal, tax, or accounting advice in her role at Bank of America.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.