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Lori M
Series 65, Series 63
Palmetto, FL
USAA Investment Services Company
Lori Mondello is a financial advisor with USAA Investment Services Company, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. Her prior experience includes roles at Morgan Stanley, Raymond James & Associates, Hancock/Whitney, and Mercer Global Advisors. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals rather than managing client assets, operating mainly as a referral intermediary within the USAA group.
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