Lori Gann Morris
CIMA® AIF® CeFT®, Co-Founder | Managing Partner
Lori Gann Morris has advised corporate retirements accounts and high net worth individuals for over 24 years. She turns financial goals into investment strategies customized for a client’s unique financial needs and risk tolerance.
“Once we build a financial plan, it is my job to design an investment strategy to achieve the goals,” Lori says. “Every portfolio is customized to a client’s life goal and not an industry benchmark.”
A native Texan, Lori Gann Morris has advised corporate retirements accounts and high-net-worth individuals since 1995. 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. Lori became one of the founding partners of AMG Wealth Advisors in 2018. She currently holds the Certified Investment Management Analyst®, Accredited Investment Fiduciary®, and the Certified Financial Transitionist® designations, which complement her focus on strategic portfolio management. Helping clients achieve their financial goals with confidence requires emotional intelligence and the ability to think creatively.
Lori is a graduate of LeTourneau University with a Bachelor of Science in Business Management. Her priorities include family, faith, and serving others. Lori, her husband, Trey, and their three children are actively involved in Lake Hills Church and the Westlake community. Lori has enjoyed serving in various roles throughout the years with organizations such as the American Business Women’s Association, Junior League of Dallas, Mobile Loaves and Fishes, and CASA. In her leisure time, she loves being with family and friends, running or hiking in the Texas Hill Country, and traveling.