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Lori Gann Morris
CIMA®, AIF®, CeFT®, Co-Founder / Managing Partner

Lori Gann Morris, Managing Partner and Co-Founder of AMG Wealth Advisors, has advised high net worth individuals and corporate retirement accounts since 1995.

She turns financial goals into investment strategies customized for a client’s unique financial needs and risk tolerance. Her effective approach draws on her emotional intelligence and the ability to think creatively. 

As a native Texan, she began her career in Dallas with Rauscher Pierce Refsnes, Inc. and later moved to Morgan Keegan (now Raymond James) in Austin. In 2006, Lori worked alongside Jean Arias and Polly Moore to form Arias Moore & Gann. In 2018, she became one of the founding partners of AMG Wealth Advisors. Her current professional designations include Certified Investment Management Analyst®, Accredited Investment Fiduciary®, and the Certified Financial Transitionist®, which complement her focus on strategic portfolio management. She is a graduate of LeTourneau University with a Bachelor of Science in Business Management. 

Devoted to faith, family, and serving others, Lori is actively involved in Lake Hills Church and the Westlake community with her husband, Trey. She has also dedicated much of her time throughout the years to organizations such as the American Business Women’s Association, Junior League of Dallas, Mobile Loaves and Fishes, and CASA. In her leisure time, she enjoys being with their three adult children, extended family and friends, running or hiking in the Texas Hill Country, and traveling.

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“I love helping people. We create clarity and direction for people financially. Knowing that our work helps clients have peace of mind about reaching life's milestones is priceless. It's about making a meaningful difference in people's lives and being part of their journey towards success and happiness.”