Associate Financial Planner

Lori DeLaTorre

Lori DeLaTorre joined Waverly Advisors in April 2026 after TruWealth Advisors was acquired by Waverly Advisors, LLC.

She began her career in the financial industry in 2014 after having studied under Chuck’s leadership in their local Bible Study class. Originally raised in Illinois, Lori is a proud Louisiana transplant who enjoys the WhoDat culture and Southern food. She graduated Cum Laude with BA in Communications from Blackburn College.

Serving as an Associate Financial Planner, Lori has knowledge in financial and estate planning, as well as workplace benefits, including benefits for highly compensated executives for major petrochemical companies. Her incredible attention to detail (which borders on OCD) provides clients with comfort that the job will be done right the first time. She is an Investment Advisor Representative (IAR).

At home, Lori and her husband Matthew are proud parents to Natalie, Connor and Arya. Some of her favorite pastimes consist of binge-watching Netflix, giving her opinion, and anything Pumpkin Spice!

[email protected]

504-356-9304

New Orleans, LA (Metairie)

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Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Blackburn College, B.A.

Ask Me About:

How to go about setting your family up for success through estate planning
Why it is so imperative you start saving NOW for your future
The best place in New Orleans to get a latte

Related Services

Workplace benefits
Estate settlements
Savings strategies