Lori Dodson
CPA, CFP, MBA
Lori A. Dodson, CPA, CFP®, MBA has 24 years experience as a financial advisor. She is a Certified Public Accountant and received the designation of Personal Financial Specialist from the American Institute of Certified Public Accountants. She holds the Certified Financial Planner designation and received a Master of Business Administration degree from Vanderbilt's Owen School of Management with majors in accounting and finance.
Lori was named by Worth Magazine as one of America's 60 Best Financial Advisors in October 1994 and was again included in Worth's Best Financial Advisors list in 1995, 1996 and 1997. In 2001, she was listed as a "Top Wealth Manager" by Bloomberg Magazine. In 2002, and again in 2004, she was selected as one of the "150 Best Financial Advisors for Physicians" by Medical Economics magazine.
In addition to an MBA from Vanderbilt, Lori received a Masters of Science in Social Work from the University of Tennessee, a Master of Arts in English from George Peabody College, Vanderbilt University, and a Bachelor of Science in English and Education from Firchburg State College, Massachusetts.
