Lauren Beckert,
Assistant Vice President, Wealth Management AdvisorNMLS #1676291
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.
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.
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.
