Get to Know the Faces Behind Our Success!
At Prime Capital, we know that great client service is the foundation of strong financial relationships. That’s why we’re proud to highlight Lori Taylor, our Senior Client Service Specialist, in this month’s employee spotlight.
Lori Taylor
Sr Client Service Specialist
Where did you grow up?
I grew up in Conway, AR with my grandmother. She was my hero!
How did you get into the financial business?
After owning my own business, I was fascinated with anything to do with numbers and problem solving. I worked for an accountant for a few years and learned a lot about retirement and trust accounts and wanted to expand my knowledge even further. I was the office manager for First Security Bank in the Trust and Wealth Management department where I quickly learned the financial industry. I landed the job of my dreams with Prime Capital Financial in 2021 where I have been given so many opportunities and experiences and I have gained so many wonderful friendships with our clients along the way.
What is your favorite thing about helping our client’s?
I am passionate about helping people and making their experiences as smooth as possible. The joy of hearing a satisfied client’s feedback and appreciation keeps me motivated to deliver exceptional service.
What is something about you that people might be surprised to know?
I was a licensed optician in high school and during college. I helped people select and fit their eyewear. I loved working in the medical field.
What do you like to do in your spare time?
I like to kayak, garden and work out. But most of my spare time is spent with my kids. Spending time with them is my favorite hobby.
