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Lauren Brown

CFP®*

Associate Director

    Group

    Client Service Team

    Investment Advisory

    Certification

    CFP®*

    Office

    Massachusetts

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    As an Associate Director in Pathstone’s Boston office, Lauren serves as both the main point of contact and support to several high net worth clients and their families, working through a range of financial planning and investment related topics. She also partners with many clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement, and estate planning issues. Lauren joined the firm after six years with another Investment Management firm where she was responsible for crafting customized financial plans designated to meet clients’ goals and objectives.

    Lauren is a graduate of the University of Massachusetts – Boston, where she earned her Bachelor of Arts degrees in Social Psychology and Philosophy of Law, as well as a minor in Political Science. She is a Certified Financial PlannerTM professional and holds a Life, Accident, and Health license in the state of MA. Lauren is a member of the Public and Community Outreach Committee through the Boston Estate Planning Counsel (BEPC).

    *Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.