Lori Nadglowski, CFP®, MBA

Lori Nadglowski, CFP®, MBA

Biography

Lori has a passion for helping families and those in need.  With over two decades of experience in the financial services industry, she took her passion for families and their financial well-being and in 2016, she founded Laurel Wealth Management, LLC.  Her firm is dedicated to helping build financial legacies and helping families prepare for retirement and focus on their financial legacy plan. 

As a graduate of University of Florida (UF), Lori holds a Bachelors of Economics degree and a Masters of Business Administration degree. Lori holds her Series 7,24, 63 and 65 registrations. She is a CERTIFIED FINANCIAL PLANNER™ certificant. 

She was a founding partner of Wealth Advisor of Tampa Bay where she was the Chief Operating Officer. She was responsible for the firm’s day-to-day operations and compliance. She has extensive experience in the management and operations of key departments of various financial institutions. She served as Assistant Vice President of the Electronic Banking Department for the Bank of Tampa prior to her decade-long service as Chief Compliance Officer, Controller, and Principal of Florida Investment Advisors.

Lori takes her passion for people, determination, and drive into her personal life as well. She finds value in having a work-life balance for herself and her clients.  She enjoys learning and growing her knowledge in financial legacy planning and continues to meet with peers and experts on a regular basis.

As a UF graduate, Lori is a true Floridian at heart.  She enjoys traveling; two of her favorite destinations are Hawaii and Sedona.  She also likes to read and attend University of Florida football games – Go Gators! She is a member of First United Methodist Church.  She and her husband Joe have a teenage son Devin.

Her dedication to helping others goes beyond the normal “relationship” found with most, she takes the time to look at the needs of her client and strives to provide the best service possible.  


Informal Biography

Hi! I'm Lori!

I am a CFP® practitioner.  Wife.  Mother.

I have spent my entire career in financial services. I am passionate about financial literacy and education. I love to help people. 

I’m a true Floridian—born and raised in the sunshine state, my family’s roots run deep.

When I’m not working with clients, you’ll find me:

  • Traveling the world looking for great adventure and the best cup of tea

  • Watching the sunset on Siesta Key

  • Reading the latest best seller

  • Cheering on the University of Florida Gators

  • Volunteering at the high school, financial counseling to families and veterans, working with Powerstories Theatre

I live with:

  • An amazing 16-year old son who’s a freshman in high school

  • A husband who I met my senior year in college.  We’ve been married over 20 years

  • Katie--a mixed breed dog we adopted from the local humane society

Let’s work to develop a plan designed tol leave a lasting financial legacy for your family.