Lauren Rose

Client Service Associate - The Wealth Office®

Lauren supports The Wealth Office® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2022, she was a Client Associate at Merrill Lynch Private Wealth. Lauren earned a BA/BS degree from Lewis University and is currently working toward her Chartered Financial Analyst (CFA®) designation. Outside of work, you’ll find Lauren spending time with her dog and coaching competitive gymnastics.