BKS-PARTNERS APPOINTS LORI BASSANO MONSERRAT TO MANAGING ADVISOR
Baldwin Krystyn Sherman Partners (BKS-Partners), one of the top 100 largest independent insurance brokerage firms in the U.S., announces the appointment of Lori Bassano Monserrat to Managing Advisor.
Lori comes to BKS with over 20 years of experience in the insurance industry. She joins BKS from Marsh Private Client Services where she served as Vice President of Business Development. There she provided complex property and liability insurance solutions for individuals and families, developing proper program structure with trusted advisors to ensure asset protection. She was most recently named a 2016 Risk & Insurance Power Broker Finalist in the inaugural Private Client category.
“Lori’s expertise and reputation within the high-net-worth industry is a perfect fit for BKS,” says Laura Sherman, Founding Partner. “We’re thrilled to join forces with Lori and continue to capitalize upon her family office acumen and build our national practice.”
“We’re excited to welcome Lori to the Naples office,” says Garrett Gardi, Managing Advisor, Naples office. “Lori has long been regarded as the leading high-net-worth insurance professional in Southwest Florida, and we are honored to have her join the team.”
Lori specializes in successful families, high profile individuals, family office clients, and athletes.
“I’m thrilled to be joining BKS as a Managing Advisor on the Private Risk team,” adds Lori. “Their reach and influence across the country and industry is well-established, and I’m honored to serve clients and the community alongside them.”
Lori will work out of our Naples office.
Lori Bassano Monserrat can be reached at 239.734.3304 or firstname.lastname@example.org.
About Baldwin Krystyn Sherman Partners
Baldwin Krystyn Sherman Partners (BKS-Partners) is an award-winning independent insurance brokerage firm providing private risk management, commercial risk management, employee benefits, and Vitality™ programs to clients wherever life takes them throughout the U.S. and internationally. One of the largest privately held firms in Florida, BKS takes a holistic and boutique approach to insurance architecture and risk management. The firm builds personalized client relationships and utilizes a proprietary process called RiskMapping™ to examine client lifestyles, passions, professions and business ventures generating a 360° view of their unique risk profile. BKS Holistic Protection™ is custom designed, which provides integrated coverage for all areas of a clients’ life. Headquartered in Tampa, with offices in Naples, Sarasota, Ft. Myers and Tallahassee, BKS is driven to make a difference in the community, rewarding colleagues’ community involvement and supporting more than 40 charitable organizations.