RALEIGH, NC, July 03, 2011
/24-7PressRelease/ -- LORRAINE JOHNSON CFP , CFA OF TRIANGLE FINANCIAL ADVISORS and Carrie Peele of Blue Diamond Limousine & Sedans hosted a dinner and presentation on June 21, 2011 at Angus Barn in Raleigh. Guest speaker Elizabeth Dooley, CFA, Portfolio Manager with Rochdale Investment Management in New York, NY gave a presentation entitled "Economic Outlook and Stock Market Strategy."An audience of local business women gained insight on how to achieve sustained expansion of investments.
"Now, more than ever, it is critical for business owners to receive as much unbiased, factual economic data as possible," said Johnson. "I am delighted to be able to bring a speaker of Elizabeth's stature to the Triangle."
Lorraine Johnson works extensively with high networth business owners, individuals, and families to help them create, manage and preserve their wealth. She particularly enjoys providing investment advice and helping business owners to integrate their personal and business planning.
Lorraine is a highly qualified financial services representative with a unique combination of experience and professional credentials. She earned an undergraduate degree in Trust Management, holds the designation of Chartered Financial Analyst, is a Certified Financial Planner , and has over two decades of experience in the financial services industry.
Lorraine is a member of the North Carolina Society of Financial Analysts, the Financial Planning Association and the CFA Institute. She is a Registered Representative of Royal Alliance Associates, Inc., member FINRA/SIPC, and is registered for securities and insurance. Separately, she is an Investment Advisor Representative of Triad Financial Advisors, a Registered Investment Advisor.
As an active member of the Triangle community, Lorraine is a member of the Greater Raleigh Chapter of the National Association of Women Business Owners (NAWBO); the Women Business Owners Network of Cary; and the Raleigh Business and Professional Network. She serves on the Board of Directors of Equality NC as co-chair of the Major Donor Committee and on the Board of Trustees of the LGBT Center of Raleigh.
Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Investment advisory services offered through Triad Financial Advisors, Inc., a Registered Investment Advisor. Insurance services offered through Carter Leinster& Associates, Inc. Triad Financial Advisors, Carter Leinster& Associates and Triangle Financial Advisors are not affiliated with Royal Alliance Associates, Inc.
Triad Financial Advisors is an independent financial planning company located at 333 North
Greene Street, Ste 506, Greensboro, NC, 27401. For more information about Triad Financial
Advisors, please visit our website at http://www.trifiadv.com or call us at 336-230-0071.
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