Lori Capozza

About

Lori Capozza serves as Director of Osaic Strategic Insurance Services, for Highland. Lori has more than 25 years in the financial services industry, and she’s built a reputation as a go-to insurance expert and collaborative partner with financial advisors, CPAs, and attorneys. Lori’s extensive national network and wealth of expertise in the areas of life, long-term care, and disability helps enable financial advisors to best serve their clients with their most critical and long-term financial needs. 

Before joining Highland, Lori was an insurance strategies firm’s managing partner. She also served as a regional vice president for John Hancock Life Insurance Company, where she was recognized with the John Hancock President’s Club Award for stellar production, teamwork, and being a positive role model in doing the right things for clients and the company. 

Lori holds a BA in Economics and has Series 7 and Series 63 licenses. She is also licensed in North Carolina for life, health, and accident insurance, and holds non-resident licenses in multiple states across the country. She is a member of FINSECA and the Society of Financial Services Professionals (SFSP). In addition, she was nominated and featured in 2022 KNOW Charlotte as one of the top businesswomen in Charlotte. 

Lori resides in Weddington, N.C., with her husband Tony, and twin daughters, Cassidy and Addison. Most of her weekends are spent enjoying time with family activities, including soccer, dance, basketball, and swimming events.

Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.