CERTIFIED FINANCIAL PLANNER™
Lauren joined the practice in 2008. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and also holds the Series 7 and 63 securities licenses as well as a license in life, disability and long term care insurance. Most recently, Lauren was listed in the inaugural Forbes 2017 America’s Top Next-Generation Wealth Advisors*. Lauren works closely with Lynn to develop financial plans and recommendations that help clients meet and exceed their goals. Her responsibilities include client reviews, financial planning, investment research, assisting clients with financial questions and troubleshooting technology issues.
Originally from Germantown, TN Lauren has called Starkville home for over 10 years. Lauren graduated from Mississippi State University in 2008 with a Master’s degree Business Administration. She earned her Bachelor’s degree in 2007 with a double major in Business Information Systems and Marketing.
Lauren currently serves as President of Starkville Business Network and treasurer for the Starkville Bridges Out of Poverty group. She is also a member of the Northeast MS Financial Planning Association and Junior Auxiliary of Starkville.
In her free time, Lauren enjoys spending time with her husband, Bradley, their son Carter and their Weimaraner, Maddie. Her passions include Mississippi State sports “HAIL STATE!” and spending time with her friends and family.
*SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information see www.SHOOKresearch.com. 1Minimum account sizes are general since it can vary depending on a range of circumstances. 2Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3Minimum account sizes are general since it can vary depending on a range of circumstances.
Client Services Coordinator