Lauren Beckert
,
Assistant Vice President, Wealth Management Advisor
NMLS #1676291
5905 E Galbraith Rd
Cincinnati, OH 45236
513.985.5942
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At the Beckert Group, we enjoy working together to provide quality strategies customized to your needs. We want your financial strategy to truly reflect your needs and what you would like to accomplish through life. Our goal is to simplify the overwhelming complexity and time spent understanding and managing your finances—so you can lead a more carefree life.
Profile

Lauren is a Wealth Management Advisor who first started at Merrill in 2010. An attentive listener, she diligently addresses cash-flow needs and risk tolerance in every financial stage with a focus on how these details impact clients’ futures. Her priority is to create a long-term strategy that truly reflects a client’s unique financial life and to position them for these goals in every step. As she helps clients construct and track customized investment portfolios, her goal is to meet each client's growth and income needs while deeply focusing on risk management. In her spare time, Lauren enjoys kickboxing, ballet, spending time with her family and volunteering for community service.

• Is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Beth Diacono
Registered Senior Wealth Management Client Associate
513.985.5861
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
CJ Wiehaus
Wealth Management Banking Specialist
George Cremeans
Wealth Management Lending Officer
NMLS #188582
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Lauren Beckert is registered to do business in AZ, CA, CO, FL, GA, IL, IN, KY, MA, NC, NY, OH, OR, PA, SC, TN, VA, WA, WI.