Lorraine Eason, CFP®

Lorraine has over 30 years of experience in trust and wealth management services.  She specializes in helping families and individuals identify, prioritize and achieve their life and financial goals by providing insightful advice about investing, short- and long-term financial goal planning and legacy planning to include taking care of family as well as community.  

Lorraine is a native of Charlotte who graduated from Queens University with a bachelor’s degree in English and History. 

She earned the Certified Financial Planner (CFP®) designation in 2000 and is a long-standing member of the Charlotte Estate Planning Council.