Senior Vice President & Wealth Adviser
While Lori Villegas, senior vice president and wealth adviser at Morgan Stanley, works with business owners and executives on risk management, tax planning and financial security, being a wealth adviser is not her only passion.
Civic leadership and philanthropy are key parts of who she is and she strives to assist women and minorities in development and business growth. She is the chair for Women in Business at the Center Club and is a founding member of The Society for Women in Investment Leadership. She is also on the development board of Believe in Tomorrow Foundation and The Children’s House. As the former chair of Women United for the United Way of Central Maryland, she led more than 1,600 women to help families in poverty. She also serves as a mentor to new financial advisers and business owners.
“I started my career in wealth management 25 years ago and throughout my career was often in the minority, as a woman. Many times I was the only woman in a room or at the table. It is essential to help change the face of wealth management and focus on a more diversified and balanced approach to business,” Villegas said.
She is a recipient of the 2018 YWCA Tribute to Women in Industry Award, the Morgan Stanley MAKERS award, the 2015 Smart CEO Money Manager Award, and the John Mack Leadership Award. She has been recognized as a Top 100 Women by The Daily Record and became a member of its Circle of Excellence in 2015.