Lori Lindley

Lori Lindley is a Managing Director on the Client Advisory Team. In this role, she serves as a senior advisor, primary point of contact, and strategist for clients’ wealth management needs. Lori works closely with wealthy families to navigate all things financial, providing guidance and customized wealth advisory services aligned with each family’s goals, values, and vision for legacy.

Prior to joining Tolleson Wealth Management, Lori developed deep experience over her career at J.P. Morgan, where she advised family offices, business owners, affluent individuals, private equity professionals, and institutional investors. Most recently, she served as an Executive Director in the Private Bank, delivering tailored advice across investment management, lending, banking, estate planning, tax planning, and charitable giving. Earlier in her career, she worked in investment banking and commercial banking, providing capital advisory, financing solutions, and strategic guidance to a broad range of businesses and institutional clients.

Lori earned a Bachelor of Business Administration in Finance from the McCombs School of Business at The University of Texas at Austin. A native of Dallas, she is actively engaged in the community and is a founding board member of Texas Wall Street Women, where she also serves as a Texas Angel. She is also a board member of Capital for Kids, a network of volunteer investment professionals dedicated to creating opportunities for underserved children across North Texas.

Outside the office, Lori enjoys spending time outdoors with family and friends. She is an avid traveler and can often be found hiking or skiing in the mountains of Colorado.