440-505-5581

lcoverdale@Wadvocate.com

https://www.wealthadvocategroup.com/

Lauren Coverdale joined Wealth Advocate Group in 2019 as an intern. Upon completion of her undergraduate degree, she joined the team as a Para Planner. As a Para Planner, Lauren provides analysis of firm clients’ investments, estate planning, cash flow and retirement readiness for her team.

Lauren graduated from John Carroll University in 2020 with a Bachelor of Science in Business Administration degree in Finance with a concentration in Wealth Management and Financial Planning as well as a minor in Entrepreneurship. In 2021, Lauren also completed a Master’s in Business Administration from John Carroll University.

Lauren received her CFP® designation in 2023. She also holds her Series 7 license through LPL Financial and 66 securities licenses through LPL Financial and Stratos Wealth Partners.

In her spare time, Lauren enjoys being outdoors, traveling, and spending time with her husband and their dog, Indi.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Stratos Wealth Partners, a registered Investment Advisor.  Stratos Wealth Partners and Wealth Advocate Group, LLC are separate entities from LPL Financial.