Lori B. Spivey

•  Over 35+ years business experience helping growth and technology businesses

•  17 years with Big Four accounting firm, 7 years partner

•  3 years CFO experience, CRO

•  20 years founder and president Financial Directions

•  MBA (with distinction) Wake Forest University

•  Holds Series 7, 24, 63 securities licenses with Cetera Advisors, LLC.

•  Registered Principal and Investment Advisor Representative with Cetera Advisors, LLC

•  Past Chair and Board member of Council for Entrepreneurial Development and Strategic Parner

•  Past Chair and Board member Junior Achievement of Easter North Carolina

•  Diamond Sponsor for First Flight Venture Center

•  Passionate about helping growing companies

Financial Directions Group was founded with the goal of guiding our clients to success by delivering smart financial choices. In our impassioned pursuit of clients’ success, our mission is to provide our clients with first-class service, accompanied by client-focused, innovative and independent thinking in the areas of employer retirement plans, attracting and retaining key employees, and wealth advisory..money management and fee based financial planning..

We are experienced working with growing organizations to guide YOU to set smart, clear objectives, and help devise a strategy to help YOU achieve your goals. We are easy to do business with. ...let US help YOU navigate through your needs.

Registered Representatives offering securities through Cetera Advisors LLC, a registered broker-dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.