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Lorianne Williams, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Lorianne Williams

BFA, APMA

Financial Advisor

Behavioral Financial Advisor
Latitude Wealth Advisory
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Christian Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Saving for Education
  • Insurance
  • Investment Management
  • Sustainable and Responsible Investing

Qualifications

  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 -General Securities Representative Examination
  • Series 66 -Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Bachelors of Business Administration, Northeastern State University, Tahlequah, OK

Community participation

  • Community Food Bank of Eastern Oklahoma
  • Tulsa Boys Home
  • First Baptist Church Ramona - Nursery & Youth group

Interests

  • Enjoying time with my husband & two children every moment I get.
  • Camping at races on the weekends when my husband does ATV & dirt bike cross-country racing.
  • Cycling - my favorite childhood pastime. I recently got a new bike with a child trailer; I am like a kid again, cycling with my boys!
  • Reading - Motherhood makes it a challenge to find the time; thank you audio books!
  • Being outdoors rejuvenates my spirit & makes me feel closer to my creator. I love the fresh air & nature.
  • Kayaking - we once completed a 40 mile 2-day trip down the Illinois in Tahlequah.
  • My faith - we attend First Baptist Church in Ramona.