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. Then, after obtaining her CFP® designation in 2023, Lauren transitioned into the role of Wealth Advisor, offering comprehensive financial planning to our clients.
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.
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.
