Lori Rea

Registered Client Service Associate

Lori joined Stifel as a Registered Client Service Associate for Valley Wealth Management Group in May 2020, after 18 years of serving in the same role for Wells Fargo Advisors and its predecessor firms.  She holds Series 7 & 63 securities licenses.  She is an avid animal lover and lives in Allentown with her cats and dogs. 



When you call the office, there is a great chance that Lori will be the first person to greet you!  She strives to ensure that our clients’ administrative, trading, and operational needs are quickly addresses.  Her day-to-day activities include:

  • Account Opening
  • Updating existing accounts
  • Answering questions regarding client statements
  • Executing trades
  • Assisting with account transfers