PARTNER / CERTIFIED FINANCIAL PLANNER™ / CHIEF COMPLIANCE OFFICER
Lauren is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a license in life, disability, and long-term care insurance. Lauren and Lynn work as a team to develop financial plans and recommendations that help clients meet and exceed their goals. Lauren also serves as the Chief Compliance Officer for Phillips Wealth Planners ensuring the firm is compliant with laws, regulatory requirements, policies, and procedures. In 2018 Lauren was named to the Mississippi Business Journal Top 50 Under 40 Business Leaders** and the Starkville Daily News Rising Stars. Additionally, Lauren was named to the Forbes 2017 America’s Top Next-Generation Wealth Advisors*.
Originally from Germantown, TN Lauren has called Starkville home for over 20 years. Lauren graduated from Mississippi State University in 2008 with a Master’s degree in Business Administration. She earned her Bachelor’s degree in 2007 with a double major in Business Information Systems and Marketing.
Lauren currently serves on the board for the Starkville Bridges Out of Poverty group. She serves as Vice Chair on the Mississippi State MBA Advisory Board and is a member on the board of the MS Financial Planning Association. She is also an associate member of Starkville Junior Auxiliary.
Outside of the office, Lauren enjoys spending time with her husband, Bradley, their five year old son, Carter and their Weimaraner, Maddie. Her passions include Mississippi State sports “HAIL STATE!” and spending time with her friends and family.
* Forbes 2017 America’s Top Next-Generation Wealth Advisors: Source: SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information see www.SHOOKresearch.com. 1 Minimum account sizes are general since it can vary depending on a range of circumstances. 2 Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3 Minimum account sizes are general since it can vary depending on a range of circumstances.
** Mississippi Business Journal Top 50 Under 40 Business Leaders: Source: Top 50 Under 40 recognizes the state’s 50 up-and-coming business leaders under the age of 40. In order to qualify for consideration, individuals must have been born after Dec. 1, 1977, and have lived and worked in Mississippi for at least two years. The Top 50 Under 40 program seeks to identify and recognize individuals who have made significant contributions to Mississippi’s overall economic progress, often working at their own local levels. The key to the program’s success is that individuals are nominated by friends or business associates who best know their professional and civic involvement. All of the Top 50 Under 40 recipients have involvement that go well beyond normal working hours. Their days are extended by a large number of civic and community activities. This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with the Mississippi Business Journal.