Broker Check
 
Lauren N. Mundy, CRPC ©

Lauren N. Mundy, CRPC ©

Vice President, Associate Wealth Advisor

Lauren works directly with clients on a wide range of planning and service needs. Additionally, she assists with portfolio research and investment strategies and co-leads the investment committee with Jayne Di Vincenzo

Lauren has over six-years of financial services experience and has her life, health & annuities licenses and holds her Series 7 and 66 Registrations with LPL Financial.  She has earned the Chartered Retirement Planning Counselor ® designation and is currently busy studying for a new designation.

Lauren grew up in Fredericksburg, Virginia and attended Old Dominion University.  Community service is important to Lauren and she currently serves on the Institutional Review Board for Riverside Health System.

She loves sports, especially the Baltimore Ravens, and when she's not watching the Ravens, she enjoys spending time with her dogs and gardening.