Lauren Moon

Lauren Ellis Moon, Ph.D., AAMS™ brings a fresh perspective to the established practice of Bluewater Wealth Advisors. As a third-generation financial advisor, Lauren believes the most successful wealth management strategies look at the big picture. This comprehensive, client-focused approach combined with a distinct perspective and passion for people, is what sets her apart.

Before shifting to focus on her work as a financial advisor, Lauren implemented firm-wide strategies and gained a deep knowledge of the firms' vast resources as part of the Raymond James' Private Client Group Strategy and Planning team. Her diverse background also includes roles in strategic communications, business advocacy, and organizational assessment.

Lauren graduated from Clemson University with a Ph.D. in Industrial-Organizational Psychology after finishing her Bachelor of Arts degree in Psychology at Elon University. She holds her Series 7 and Series 66 licenses, in addition to being an Accredited Asset Management Specialist™.

This experience and education has equipped Lauren with a unique perspective on the intersection of finance, psychology, and communication, allowing her to effectively engage with clients at all stages of their financial journey. She has found her insight of psychology has created a foundation of listening, understanding, and empathizing that helps her clients to enter the next phase of their lives with confidence.

In her free time, Lauren loves to travel, get creative in the kitchen, and spend time on the water. From beaches to breweries, she enjoys everything that living in St. Petersburg has to offer with her husband Ben and their three dogs.