Lauren is a Private Advisor for Preston, Swedlund & Turbitt Wealth Partners within the Rockefeller Global Family Office. For her, the foundation of every relationship starts with planning. She provides a bespoke approach to understand her client’s wants, needs, and wishes while guiding them as they progress towards their financial objectives. She is passionate about making a lasting impact to her clients, church, and the community.
Lauren brings a unique perspective to her team and to the families she advises. She comes from three generations of entrepreneurs and understands the ups and downs that come from leading and running a family business. As a Certified Exit Planning Advisor (CEPA), she utilizes collaborative and dynamic planning to lead owners and executives through an exit strategy. This includes thoughtful personal and business strategies that leverage the client’s closest advisors to work together in a coordinated and holistic approach.
Prior to joining Rockefeller, Lauren was a Financial Advisor at Merrill Lynch Wealth Management. Before becoming a Financial Advisor, Lauren completed a rigorous bank management program in Austin, TX at Bank of America. Lauren grew up in The Woodlands, TX and attended the University of Mississippi. She graduated from Ole Miss with a double major in managerial finance and banking finance.
She resides in Dallas with her husband Kyle, their daughter, and dachshund Schnitzel.