About Us

Lori Preston, RICP

Financial Professional
Phone: (757) 752-4268

I began working for Equitable in February 2014 and soon became a manager.  I was a TSM with RBG, Retirement Benefits Group for 3 years.  In 2018 I wanted to further my knowledge and began studying to get my RICP, Retirement Income Certified Professional designation which was awarded March 2019.  

I really enjoy working with people of all ages in helping to identify their financial goals and achieving them.  This is accomplished by analyzing their financial footprint and setting up programs that fit their situation and have the desired outcome they are looking for.  

I also specialize in working with individuals who are nearing or at Medicare age to understand the Medicare landscape whether they are retired or still working.  Making the right decisions regarding Medicare and making them on a timely basis can avoid a lot of heartache in the future.  

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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