Lori Choate

Lori Choate

Client Relations Manager

Domicile State: MA

Lori Choate has been Dusty's Client Relations Manager for the past 9 years. Lori is Dusty's first line of defense. She controls the application process for opening any type of financial account, (including brokerage, advisory, annuity), as well as assists with the Personal Financial View (Emoney) connections. She also maintains Dusty's schedule. Lori takes pride in creating an experience that is adherent to the client expecttions.

Lori holds a BA from Assumption College and has 18+ years working in financial services, legal, and technological industries. Outside of the office, Lori enjoys spending time with her family.

Phone 781-239-2029