# Lori Van Dusen

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The Graceful Wealth Advisor, Lori Van Dusen - Founder & CEO of LVW Advisors

Lori Van Dusen, a renowned financial advisor and CEO of LvW Advisors, shares her journey from aspiring opera singer to top financial advisor. Lori emphasizes the importance of pattern recognition and resilience from her musical background. She discusses the challenges of navigating a male-dominated…

Battling Banks, Managing Billions & Redefining Wealth | Lori Van Dusen

What does it take to go from facing massive lawsuits to managing $5.6 billion in assets? In this powerful episode of The Jared Goetz Show, Jared sits down with Lori Van Dusen, founder and CEO of LVW Advisors, to explore her remarkable journey through the high-stakes world of finance. From battling…

The Power of the Purse: Women and the Future of Wealth

How does a woman navigate and succeed in the traditionally male-dominated world of Wall Street? In this episode of The Angel Next Door Podcast, Marcia Dawood welcomes Lori Van Dusen, an inspiring figure in the financial advisory industry. Lori began her career at Lehman Brothers in the late 1980s, …

Episode 574 (2025) David Reiling On Values-Based Banking Driving Community Development

On Episode 574 of Impact Boom, David Reiling of Sunrise Banks discusses the transformative potential of values-based banking and community-focused finance to reduce inequality, and strategic partnerships between progressive financial institutions scaling sustainable social, environmental, and econo…

Meet the RIA: LVW Advisors

LVW Advisors continues to climb the rankings, and the firm’s Founder and CEO Lori Van Dusen has been named the #1 Wealth Advisor in New York State. Van Dusen shares her journey launching the RIA, how LVW Advisors fosters strong relationships with clients, and much more.

Episode 268: Business Legacy, Family Dynamics & Financial Resilience

What’s the real legacy of your business—just profits, or a thriving family and future-ready wealth? In this powerful episode, Gary Heldt welcomes Lori Van Dusen, founder of LVW Advisors and a trailblazer in fiduciary financial planning. Lori shares her extraordinary path from working in the Sou…

The Woman Who Went From Selling Copiers To Running Money With Grace

Connect with Lori Van Dusen Connect with Lori Van Dusen, founder and CEO of LVW Advisors, on LinkedIn and through LVWAdvisors.com. Lori is one of the rare financial leaders who has lived through Wall Street’s old world, helped pioneer the fiduciary advisory movement, built a multibillion-dollar ind…

Ep 57: Making the Baron's Top 100 RIA firms

– The RIA Podcast with Seth Greene Episode 057 Lori Van Dusen. Lori Van Dusen is the Founder and CEO of LVW Advisors, an independent investment advisory firm that serves both wealthy families and individuals, as well as nonprofit institutions throughout the United States. An advocate of client-focu…