Lori Timothy

Lori Timothy is an Associate at International Assets Investment Management, LLC in Salt Lake City, Utah, where she leverages over two decades of experience to provide comprehensive investment advisory services to clients. In her current role, she assists clients in designing diversified portfolios, focusing on equities, fixed income, mutual funds, and alternative investments to meet long-term financial objectives.

Prior to joining International Assets, Lori held the position of Associate Vice President - Investments and Financial Advisor at Wells Fargo Advisors for nearly 14 years, and was a Senior Registered Client Sales Associate at UBS for over eight years. Her career has equipped her with deep expertise in client relationship management, portfolio construction, and retirement planning.

Lori holds degrees from the University of Utah and Westminster College, grounding her professional practice in a strong academic background. Her primary focus areas include asset allocation, retirement strategies, and goal-based wealth management for individual and institutional clients, with a reputation for delivering tailored advice in the equity and fixed income sectors.