INVESTOR SERVICES REP.
Direct: (845) 368-2909
Lori Douglass is an Investors Services Representative at Gary Goldberg Financial Services (GGFS), working closely with our clients on a daily basis.
Since joining the firm in 2006, Ms. Douglass has brought a unique blend of problem solving, communication and organizational skills to the Investor Services team all while developing and implementing customer relation procedures that address the needs of our clients. Ms. Douglass also plays an intricate role in our accounting department where she processes and coordinates accounts receivables. She currently holds her Series 7 FINRA license.
Ms. Douglass studied at the Institute of Integrated Nutrition and earned a certificate as a health coach where she helps individuals feel their best through food & lifestyle changes with a tailored wellness plan. Furthermore, Ms. Douglass studied at Rockland Community College and The New York Institute of Technology where she earned her degree in graphic design.
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