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Lori Z Fox

Advisor Image
Lori Z Fox
Financial Advisor
.
FIC
Part of the Generational Wealth Advisors practice
4055 Executive Park Dr. #400 Suite 400
Cincinnati, OH 45241
Financial Strategies Built on Your Values and Life Goals

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future, specializing in the areas of:


  • Financial Strategies
  • Retirement Strategies
  • Wealth Management
  • Wealth Transfer Strategies
  • Charitable Planning
  • Tax Efficiency Strategies


Serving the Greater Cincinnati and Tri-State Area (including Sharonville, Loveland, Mason, Liberty Township, and surrounding areas.)

My qualifications
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
My state licenses
  • Illinois
  • Indiana
  • Kentucky
  • Michigan
  • Ohio

Insights

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Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.​ Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.​ Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG #Careers #FinancialAdvisor #CareerGrowth #Thrivent​
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Your hospitality skills can take you beyond hospitality. 👀​ Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.​ Discover more: thriventcareers.com/45YmZmH​ #CareerChange #FinancialServices #FinancialAdvisor
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Why do people stay at Thrivent? 🤔 Because you can build a career that’s both financially rewarding and deeply purposeful (doing work that means more). Discover why our retention rate is above the industry average: thriventcareers.com/46ccOLr #Careers #FinancialServices #CareerGrowth #Thrivent
Office location
Cincinnati Location
4055 Executive Park Dr. #400 Suite 400
Cincinnati, OH 45241
Phone317-300-7400Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations