Star City Private Wealth Employee Directory

Star City Private Wealth is a financial services firm based in Roanoke, Virginia, operating in alliance with Equitable Advisors. The firm employs a holistic team approach to serve the financial planning and investment management needs of high-net-worth individuals and families. With a team of advisors, consultants, and support staff offering over 2... 5 years of combined experience in the finance industry, Star City Private Wealth focuses on comprehensive financial planning rather than product sales or commission-based portfolios. The firm provides personalized financial advice through assessment of clients' financial situations, development and execution of appropriate investment plans, and continuous monitoring to ensure measurable results. Services span investment management, retirement planning, education funding, and guidance through major life changes. Led by professionals including Lori Brown, who holds the Chartered Retirement Planning Counselor designation, the firm emphasizes building strong client relationships based on trust and transparency. Star City Private Wealth takes a client-centric approach, helping individuals design comprehensive financial strategies that address multiple life events and long-term goals while providing the highest level of personalized service and guidance throughout each step of the financial journey.Read More