Lori BawdenLori Bawden
Senior Client Service Associate

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Lori is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Lori has 20 years of financial services experience and was an operations associate at Joslin Capital before the team joined forces with Beacon Pointe in 2024. Lori earned her Bachelor of Arts degree in Hotel and Restaurant Administration from Washington State University, and outside of the office, she enjoys cooking, running, jigsaw puzzles, painting, and spending time with her family.

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