Lauren McCabe is an avid believer in the goal-setting process; she approaches financial planning for her clients from that same mindset. At Southern Oak Wealth Management, Lauren focuses on what financial independence means for each of her clients – and she uses that information to help guide her recommendations. By first understanding what is important to her clients, and then working with her clients to establish related financial goals, she helps individuals and families navigate all aspects of financial planning and wealth management, and can work with small businesses to make sure they’re taking advantage of all possible opportunities.
Lauren’s goal is to establish life-long relationships with her clients, and to provide recommendations throughout each client’s life transitions. From marriage to kids, working years through retirement and into legacy planning, she helps clients define what their future will look like and customizes plans and investment portfolios with that future picture in mind. Once a client’s plan is developed and adopted, Lauren executes the plan, manages its performance, and looks for opportunities to enhance outcomes based on her client’s needs. And when life changes, she’s prepared to help her clients deal with the unexpected, too.
Lauren’s experience comes from an unlikely source – she spent 12 years as an Account Executive at Fox 4 television in Southwest Florida. In her role there, Lauren learned the importance of understanding the full picture of her clients’ businesses – and her success in media consulting came from using this knowledge to create customized solutions for her clients.
Originally from the MidWest, Lauren graduated from The Ohio State University with a Bachelor of Science degree and relocated to Fort Myers as soon as her diploma was in-hand – she’s been enjoying the Southwest Florida sunshine for 15 years. She is a member of the National Association of Insurance and Financial Advisors and she serves on the Community Board for Big Brothers Big Sisters of Lee County. Outside the office, Lauren is wife to Jim and mom to Payton and Jonah, she’s run four full marathons (just for “fun”), and enjoys volunteering in the Fort Myers community.
Raymond James is not affiliated with the above organizations and/or charitable causes.