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Lori W
CFP®, Series 63
Tampa, FL
IAG Wealth Partners, LLC
Lori Watt is a CFP® with 40 years of industry experience, currently serving at IAG Wealth Partners, LLC since 2009. She has maintained concurrent affiliation with LPL Financial, LLC over the same period. Lori also holds licenses to offer fixed life insurance, disability, and long-term care insurance products. IAG Wealth Partners manages approximately $1.585 billion in assets for individual and high-net-worth clients, providing financial planning, consulting, and portfolio management services. The firm employs a long-term, buy-and-hold investment approach and utilizes both model-based and custom strategies, often incorporating third-party managers and LPL-sponsored advisory programs.
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