financial planner Lori Gervais attends Barron’s Top Women
News Graphic Staff
MEQUON — Lori Gervais, a
certified financial planner and director with The Gervais Group at
Baird, again attended the Barron’s Top Women Advisors Summit.
exclusive conference hosted an elite gathering of the nation’s
pre-eminent women financial advisors and industry decision makers,
according to a news release.
The conference is designed to promote best practices and generate
new ideas among the best female financial advisers across the
Attendees at the invitation-only conference explored current issues,
from managing high-net-worth accounts and families to portfolio
management in the challenging economic and market conditions of
today, the news release added.