Lorri Tomlin, FPQP™

Lorri Tomlin, FPQP™

Lorri joined Waverly in April of 2024 when McShane Partners was acquired by Waverly Advisors, LLC. She serves as Partner and Wealth Advisor at Waverly and brings over 10 years of wealth and operational management experience. She specializes in areas of Continuing Care Retirement Communities, and senior planning issues such as Medicare, Social Security and fraud prevention. Lorri enjoys getting to know her clients and their families and assisting them with their financial planning and wealth advisory needs.

Lorri is a Financial Paraplanner Qualified Professional™, FPQP™, holds her Series 65 license, and is a Registered Investment Advisor Representative. Lorri is a Charlotte native and in her spare time she enjoys playing tennis at Olde Providence Racquet Club with friends and family.


  • UNC-Chapel Hill and Queens University

Professional Affiliations

  • Member of Charlotte Financial Planning Association

Community Involvement

  • Member of St. Gabriel Catholic Church

Ask Me About

  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Generational Wealth Planning