Price Financial Group | Wilton, CT
Price Financial Group
Wilton, CT
43 Danbury Rd
Wilton, CT 06897
Phone: 203.762.8499
Fax: 203.762.8404
Lori Price
President & CEO
Lori Price
CFP®
President & CEO
Lori R. Price, CFP® is the Founder, President and CEO of Price Financial Group LLC. For over 30 years, Lori has been providing financial, retirement, estate planning and wealth management services to her clients in Connecticut and across the country. After earning a certification as a divorce financial planner in 1998, she developed a more specialized focus on guiding affluent women through the transition of divorce or losing a loved one.
As an acknowledgement for her focus on educating women and helping guide them through transitions, Lori is proud to have earned the 2014- 2018 Women’s Choice Award® for Financial Advisors [1].
Lori and her team of advisors and professional staff also work with clients who are near or in retirement, helping guide their transition from a paycheck to having a plan in place so they will not outlive their money.
Lori has been welcomed as a guest speaker at national conferences and has conducted over 350 workshops covering all aspects of financial and estate planning. She has been widely recognized in the industry by Barron’s, Connecticut Magazine and Wealth Manager Magazine among others.
Acting on her strong belief in the importance of giving back to the community, Lori has presented special programs on “Creative Alternatives for Charitable Giving” and “Empowering Women in Philanthropy.” She is on the advisory board of Family ReEntry and actively supports several local charities including: Alzheimer's Research, The Domestic Violence Crisis Center, Relay for Life, Charter Oak Foundation, Fairfield County Foundation Fund for Women and Girls, Westport Library programs and Special Olympics.
Lori has an MBA from Duke University's Fuqua School of Business and a BA in Business from Rutgers University. Lori and her family live in Palm Beach Gardens, FL and is a competitive tennis player and sports enthusiast. Lori also enjoys travel, tennis, golf, cycling, hiking, and pickleball.
[1] The Women’s Choice Award® by WomenCertifield Inc. is the premier recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience, and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.
Emily Boothroyd
Private Wealth Advisor
Emily Boothroyd
JD, CFP®
Private Wealth Advisor
Emily Boothroyd, JD, CFP®, is a Private Wealth Advisor with Price Financial Group. She provides comprehensive financial, retirement and wealth management services to her clients, focusing also on complex estate planning matters for higher net worth families, and creating and implementing financial plans for families.
Emily started her career first as a legal counsel to the Congress of the Republic of Palau, then moving into estate planning as an attorney with the firm of Bishop, Jackson & Kelly, LLC. She transitioned to holistic financial planning and wealth management in 2009 as a natural progression from her experience as an estate planner.
Emily is passionate about demystifying the financial planning process and making it accessible for everyone. She has been featured in the Wall Street Journal, US News and World Report, SELF Magazine online, the Fiscal Times online, Investopedia and previously wrote for Daily Worth and Mommy Nearest.
Having earned a certificate in Behavioral Finance from the Investments and Wealth institute, Emily has a strong focus on education and coaching, and strives to empower her clients to sit in the driver’s seat when it comes to their financial lives. To that end, her planning focuses on the articulation of goals and the methods of working towards them while maintaining a strong emphasis on risk management.
Emily has her law degree from Quinnipiac University School of Law, and a BA from St. Andrews Presbyterian College in North Carolina. She lives in Norwalk with her family. Emily enjoys yoga, horseback riding, cooking, and traveling.
Hollis Hardiman
Private Wealth Advisor
Hollis Hardiman
CDFA™
Private Wealth Advisor
Hollis Hardiman is a Private Wealth Advisor who joined Price Financial Group in January of 2015. She provides divorce planning, financial planning, retirement planning, and wealth management services to her clients. Hollis completed the CDFA (Certified Divorce Financial Analyst) designation and is currently studying for her CFP®. Prior to joining Price Financial Group, Hollis was a Financial Advisor at Wells Fargo Advisors in Westport, CT.
Hollis graduated from the University of North Carolina at Wilmington, earning a BS in Marketing. After graduation, she began her 12 year career at Enterprise Rent-A-Car, where she managed 6 retail locations in Fairfield County. Hollis ran the sales operations which included developing a sales team, growing her territory and managing the profits and losses for her 6 locations. After managing the income and expense flows she identified her strength in budgeting for businesses and wanted to translate that to helping individuals and their families build a secure financial future.
Hollis made a career change to work in finance in a capacity that would allow her to use her financial skills and client relationship experiences to help clients pursue important financial and lifestyle goals. She holds the Series 7 and 66 registrations with LPL Financial as well as life, accident and health insurance licenses, and can sell long term care insurance policies through the CT Partnership Long Term Care Program.
Hollis grew up in Fairfield, CT and has been living in Black Rock, CT for over 10 years. In her free time, she loves to spend time with her family, travel to warm climates, and play tennis.
Karen Scott
Financial Planning Services & Client Relationship Manager
Karen Scott
CFP®
Financial Planning Services & Client Relationship
Karen W. Scott, CFP®, Client Relationship Manager, joined Price Financial Group in 2013. Karen comes to PFG from Wake Robin Financial Advisors in Westport, CT. She began her career in the financial services industry in 1980 at Brown Brothers Harriman & Co., completed Citibank’s Money Market Division’s Training Program in New York, and worked in commercial banking at Banker’s Trust in Tokyo, Japan. After returning to the U.S. and starting a family, she worked with several Internet start-up companies before returning to school to pursue her interest in Financial Planning and Investment Management.
Karen graduated from Duke University in 1980 with a BA degree in Management Science. She completed the Financial Planning Program at Fairfield University and passed her CFP® Certification Examination in 2005.
Karen lives in Westport, CT. She has three children, Allison, Laura and Andrew. Her interests include hiking, golf, gardening, and bridge.
Marni Handel
Client Relationship Manager
Marni Handel
Client Relationship Manager
Marni A Handel, Client Relationship Manager, joined Price Financial Group in 2019. Marni comes to PFG from Merrill Lynch in Ridgefield, CT. She began her career in the financial services industry in 1991 starting in operations and then in various sales, marketing and trading roles at several small-mid size firms including Lebenthal & Co. and Advest Inc in New York City as well as Vision Financial Markets in Stamford, CT.
Marni graduated from Emory University in 1990 with a BA degree in History. She holds the Series 7, 63 & 66 registrations with LPL Financial as well as life, accident and health insurance licenses. She grew up in Riverdale, NY and is now married with 2 daughters living in Wilton, CT. Her interests include playing tennis, running, travelling, cooking and cheering on her daughter’s soccer games.