Mequon financial planner Lori Gervais attends Barron’s Top Women Advisors Summit

News Graphic Staff

Dec. 12, 2017

MEQUON — Lori Gervais, a certified financial planner and director with The Gervais Group at Baird, again attended the Barron’s Top Women Advisors Summit.

This 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 industry.

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.

The Gervais Group is located at 1539 W. Market St. in Mequon. Its web address is www.gervaiswealthmanagement.com.