Skip to main content

Lori Capozza

Director of Osaic Strategic Insurance Services
15801 Brixham Hill Ave., Ste. 450
Charlotte, North Carolina, 28277


Lori Capozza serves as Director of Osaic Strategic Insurance Services, for Highland. Lori has more than 25 years in the financial services industry, and she’s built a reputation as a go-to insurance expert and collaborative partner with financial advisors, CPAs, and attorneys. Lori’s extensive national network and wealth of expertise in the areas of life, long-term care, and disability helps enable financial advisors to best serve their clients with their most critical and long-term financial needs.

Before joining Highland, Lori was an insurance strategies firm's managing partner. She also served as a regional vice president for John Hancock Life Insurance Company, where she was recognized with the John Hancock President’s Club Award for stellar production, teamwork, and being a positive role model in doing the right things for clients and the company.

Lori holds a BA in Economics and has Series 7 and Series 63 licenses. She is also licensed in North Carolina for life, health, and accident insurance, and holds non-resident licenses in multiple states across the country. She is a member of FINSECA and the Society of Financial Services Professionals (SFSP). In addition, she was nominated and featured in 2022 KNOW Charlotte as one of the top businesswomen in Charlotte.

Lori resides in Weddington, N.C., with her husband Tony, and twin daughters, Cassidy and Addison. Most of her weekends are spent enjoying time with family activities, including soccer, dance, basketball, and swimming events.


Registered representatives offer securities through Securities America, Inc., member FINRA/SIPC. Financial advisors offer advisory services through Securities America Advisors, Inc. Highland and Securities America are separate entities.



Registration Form

  • Must be at least 8 characters in length, and include three of four of the following:
    • An uppercase character
    • A lowercase character
    • A number
    • A symbol
Are you currently working with Highland?
Are you a licensed Agent?