Meeting the Marzano Capital Group is truly a lifetime blessing, where you have the opportunity to build trust with financial professionals who assure you’ll feel respected and cared for from day one.
Whether you’re just starting out, still building a professional career, or have your eye on retirement, the team at Marzano will assist you in navigating your unique financial journey. Along the way, their ultimate goal will always be the brightest possible future for your family!
Current founding partner Jon Marzano, and his dad, formed Marzano Capital Group in 2005, with a mission to provide independent, client-focused advice, free from the constraints of large corporations.
Recently named as Operations Manager, Lori Smith credits integrity, transparency, and a strong commitment to clients in building Marzano Capital’s success.
“There’s also a clear emphasis here on teamwork, accountability, and continuous improvement,” she shares. “My new title change reflects the responsibilities and experience I have gained over my 28 years in the financial services industry with other firms — including Merrill Lynch, UBS Financial Services, and as an Investment Consultant at Fidelity Investments.”
Lori is transitioning into the Branch Operations role as current Operations Manager, Angela McGilvary, prepares for retirement — leaving very big shoes to fill.
“As the firm continues to grow, my role will focus on supporting daily operations, enhancing our internal processes, and helping ensure the team can focus on delivering excellent service to all our clients,” adds Lori. “What truly distinguishes Marzano Capital Group is our collaborative team approach, strong local support and engagement, and genuine care for our clients. The firm places a clear emphasis on building long-term relationships rather than focusing on transactions, and that commitment is evident in every interaction.”
Lori says she’s inspired each day by the team’s collaboration, integrity, and shared dedication to doing what’s best for clients.
A large part of that dedication centers around community involvement, which allows the team to connect with clients on a much more personal level.
“It also reinforces that we share the same values as our clients,” shares Lori. “Being involved in the community creates deeper, more meaningful connections — and that authenticity helps build trust and strengthens relationships over time. Community involvement is especially important to me, and I appreciate and love that our firm supports so many local organizations.”
With her own personal ties to the area, Lori grew up in Davie County, attended the University of North Carolina at Chapel Hill, and later returned to the Davie/Forsyth County area with husband, Alan, to raise their two daughters — Madison and Taylor. She has served on several local boards, including four years on the Davie County Board of Education, and strongly believes in the importance of giving back and supporting our local communities. Outside of work, Lori enjoys running, exercising, traveling, and spending time with her family.
“I am excited to apply my extensive experience in the financial services industry within my hometown community,” Lori adds — where that means caring for your family’s future, just as she does her own.
The Marzano Capital Group is located at 2625 Neudorf Road, Suite 400, in Clemmons, NC, 336-766-0464. Learn more about their professional financial services and down-to-earth client care at marzanocapitalgroup.com. Office hours are Monday through Thursday 9:00 a.m. – 5:00 p.m., and Friday 9:00 a.m. – 4:00 p.m.
Securities offered through LPL Financial, Member FINRA/SIPC. Marzano Capital Group is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.
