Lori Daffron
About Lori Daffron
Lori Daffron serves as the Senior Vice President of Wealth Management at UBS Financial Services, where she has worked for 35 years in Santa Barbara, California. She holds a Bachelor's Degree in Business Administration and Management from California State University-Chico.
Work at UBS
Lori Daffron has been employed at UBS Financial Services since 1989, holding the position of Senior Vice President in Wealth Management. Over her 35-year tenure, she has developed extensive expertise in financial services, focusing on wealth management strategies for clients. Her long-standing role at UBS highlights her commitment to the firm and her clients in Santa Barbara, CA.
Education and Expertise
Lori Daffron studied at California State University-Chico, where she pursued a Bachelor’s Degree in Business Administration and Management from 1983 to 1985. This educational background has equipped her with foundational knowledge in business principles, which she applies in her role in wealth management. Her academic achievements contribute to her professional capabilities in the financial sector.
Background
Lori Daffron has spent her entire professional career at UBS Financial Services, where she has built a reputation in the wealth management sector. Based in Santa Barbara, CA, she has developed strong relationships with clients and a deep understanding of the financial landscape over her extensive career.
Professional Experience
With over three decades of experience in wealth management, Lori Daffron has honed her skills in advising clients on financial strategies. Her role as Senior Vice President involves overseeing client portfolios and providing tailored financial solutions. Her long-standing position at UBS reflects her deep understanding of client needs and market trends.