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Lori _TetreaultLori Tetreault, AAMS®
Managing Director – Investments

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247 Newport Rd.
Unit F
New London, NH 03257
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Phone: 603-526-6914
Toll Free: 855-526-6914
lori.tetreault@nullbenjaminfedwards.com

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and creating an atmosphere characterized by trust, integrity and mutual respect.

I’ll work with you to develop a personalized investment strategy that reflects your life circumstances, goals and objectives—whether you are in the wealth accumulation, preservation or distribution stage. I have a wide array of products and strategies to assist in accomplishing your long-term goals and work to ensure your investment mix is appropriate according to your individual goals and risk tolerance

My Background

A veteran of the financial services industry since 1985, I am passionate about providing my clients with personalized, comprehensive financial advice. Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards & Co. in 2014 together with my team and facilitated the opening of our New London, NH office.

I enjoy working closely with the New Hampshire Charitable Foundation to help educate our community about how charitable giving can improve the quality of life for those in need. In addition, the Tetreault-Robb Financial Group enjoys our annual document shredding event which benefits our local Kearsarge- Lake Sunapee food pantry.

I live in Newport, NH, with my husband and enjoy gardening, landscaping and many outside activities with our sons and their families.

Areas of Concentration

  • Advisory Portfolios
  • Annuities
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Insurance Evaluations
  • Investment Strategies
  • Life Insurance / Long-Term Care Planning
  • Pre-Retirement Planning Strategies
  • Retirement Income Planning Strategies
  • Retirement Planning Strategies
  • Wealth Transfer Management

Credentials

  • ACCREDITED ASSET MANAGEMENT SPECIALISTSM professional (AAMS®), 2001

What is an AAMS®? Earning the ACCREDITED ASSET MANAGEMENT SPECIALISTSM, or AAMS®, certification from the College for Financial Planning means that a financial advisor has successfully completed a course of study, passed an exam, and is compliant with a Code of Ethics, which includes agreeing to abide by the Standards of Professional Conduct. In addition, the designation is subject to renewal requirements every two years, which in includes the completion of 16 hours continuing education, and a reaffirmation to the Code of Ethics.