Felix Lorie - Adviser Investments

Felix Lorie

Client Service Associate

Felix joined Adviser in June of 2022 and is responsible for assisting the relationship management team with a variety of services including client inquiries, database management and fund allocation. He is working toward his BS in business management with a concentration in finance from University of Massachusetts Boston. Felix grew up in South Florida but currently resides in East Boston, MA where he plays basketball and attempts to excel at golf while exploring new restaurants.

For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

Financial Planning

Estate Planning

Investment Management

401(k) Advisory

Tax Services

Retirement Planning

A Wealth Team
Centered Around You

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.