Lorry Levasseur, CFP®
Wealth Planning Associate
Lorry is a Wealth Planning Associate in our Southeast regional office, serving as the primary professional contact to clients seeking assistance with investment and wealth advisory related matters. She has worked in the financial industry for more than 10 years. Her professional background includes financial planning, investment strategy, operations, relationship management and supervisory oversight.
Lorry is a member of the firm’s Women & Wealth oversight committee and plays an active role in creating content and participating in sponsored activities designed to empower women financially as well as professionally, by promoting financial services as a career path to women. Prior to joining Calamos Wealth Management, Lorry worked as a branch manager and investment consultant at Scottrade.
Lorry received a B.S. in business administration with a concentration in finance and an M.B.A. from Florida International University. Lorry is a Certified Financial Planner® professional and holds Series 7, 24, 63 and 66 licenses.