Lauren Taylor
I serve individuals, families, and businesses in the Lafayette community and across the country, helping them make informed financial decisions and pursue their goals with clarity and confidence. My team and I take the time to understand what matters most to our clients, where they are today, and where they want to be. We develop personalized wealth, retirement, and financial planning strategies aligned with each client's goals, values, and long-term vision.
I partner with individuals who value thoughtful planning and want a trusted advisor who can help them understand the reasoning behind their strategy while providing a consistent, pragmatic perspective when emotions run high.
Over the course of my career, I've had the privilege of helping individuals and families build, preserve, and transition their wealth. I hold a bachelor's degree in finance and an MBA in finance from the University of Louisiana at Lafayette and am a Chartered Retirement Planning Counselor™ (CRPC™) professional.
Outside of advising, you'll likely catch me on the tennis court or spending time with my German Shepherd, Chloe.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
