Lorraine is Managing Director, Private Wealth Management and Head of Palisade Capital Management’s Financial Planning team. In her role, Lorraine is responsible for overseeing Palisade’s Private Wealth Management financial planning process while also serving as an advisor to high net worth client relationships. Lorraine has experience developing customized investment portfolios; providing education, retirement, and estate planning advice; generating cash flow analysis; and assessing risk tolerance and time horizon. She regularly liaises with clients' CPA's and attorneys to enhance communication while managing the investment process, trouble-shooting issues, and enhancing tax planning. Prior