Friendly and attentive, Lauren uses her role as a financial advisor to help clients live and retire with dignity. As a member of the team’s investment committee, she implements discretionary models and provides account-level management while ensuring her clients feel heard. As a Certified Investment Management AnalystSM professional, Lauren also uses her profound knowledge in investment management to help clients analyze and select the best investments for their lifestyles.
Lauren was first inspired to join the financial planning field by her father, a financial advisor. Seeing the meaningful, positive impact he had on his clients’ lives encouraged her to follow in his footsteps. In 2015, she accepted a role as a financial advisor at Wells Fargo Advisors. She later joined Raymond James in 2018 and remains excited about working with a company dedicated to supporting advisors so they can focus on their clients’ goals and financial well-being.
A graduate of Bucknell University, Lauren earned her Bachelor of Science in business administration and a minor in dance in 2000. She then accepted a position as an internal wholesaler at Lord Abbett. While there, she advanced to portfolio specialist, representing several of the firm’s portfolio management teams and delivering timely market analysis to the financial advising community. She later earned the role of director and relationship manager, managing Lord Abbett’s business partnerships with its distribution partners and financial advisors.
Lauren was born in Scotch Plains and now lives in Westfield with her husband, Jeff, and their sons, David and William. She’s a member of the Investments & Wealth Institute (formerly IMCA) and of the Financial Women’s Association. Lauren is a former ballet and modern dancer who trained with the New Jersey Dance Theatre Ensemble and danced during college with Bucknell Dance Company. Always looking for ways to stay active, she completed a 200-hour yoga teacher training in 2015 at YogaWorks in New York City.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.