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Lauren Wright 2018-11-29T10:51:11+00:00

Lauren Wright, CFP®
Financial Advisor, RJFS

As a CERTIFIED FINANCIAL PLANNER™ professional, I have the privilege of helping clients accomplish their financial goals.  I have always enjoyed solving puzzles.  Each client has a unique set of dreams and concerns and I recognize how fortunate I am to be trusted with them.  My role is to educate clients on the options for meeting their needs and explain the implications of their choices.  In an increasingly complex financial world, I strive to bring clarity.  It brings me great joy to help develop a plan and see it through to fruition.

Prior to joining Private Wealth Management at Heathrow in 2012, I was a Financial Advisor for an Independent Investment Advisor with TD Ameritrade.  I graduated from the University of Miami with a Bachelor of Business Administration, General Honors in Finance in 2010 and joined the financial services industry later that year.  I hold Series 24, 7 and 66 licenses along with Florida Life, Health, and Variable Annuity License (2-15).

On Saturdays during the fall, you’ll find me watching (sometimes cringing over) Hurricane football.  When it’s not college football season, I try my best to emulate celebrity chef, Ina Garten, and revel in creating timed spreadsheets for holiday dinners (yes, really).  I was born and raised in central Florida where I married my high school sweetheart, Brian, who’s never met a person or animal he can’t befriend.  We live in DeBary with the furry, red wheaten, spoiled love of our lives: our Rhodesian Ridgeback, Savannah.

Phone: 407.804.1444
E-mail: info@privatewealthmgmt.com