Lorry Levasseur, CFP®
Financial Planning Specialist
Lorry is a Financial Planning Specialist in our Southeast regional office. Lorry’s area of expertise includes financial plan development and cash flow projections for use in retirement planning. In addition, Lorry is skilled and well-versed in many aspects of wealth planning, bringing 10 years of industry experience to her role. Her passion is working with clients to develop financial plans that can help provide a path to living a comfortable and financially worry-free life.
Lorry is a member of the firm’s Women & Wealth oversight committee, creating content and participating in sponsored activities designed to empower women financially and professionally. Through her work, she helps women to fully engage in their financial lives and actively promotes financial services as a career path for other women. Prior to joining Calamos Wealth Management, Lorry held several roles of increasing responsibility with Scottrade as an Advisor as well as a Branch Manager.
Lorry holds the Certified Financial Planner, CFP designation and received a B.S. in Business Administration with a concentration in finance and an M.B.A. from Florida International University. She also holds the series 7, 24, 63 and 66 licenses.