Lauren O’Connell

Lauren brings a unique blend of professional expertise and life experience to her role as a financial advisor. After years of dedicated community leadership through active PTA involvement and as a Library Trustee, Lauren transitioned into the financial services industry. This career path has allowed her to balance meaningful work with the flexibility to care for her three sons and pursue her love of travel.

Lauren specializes in developing holistic financial approaches that seamlessly combine retirement planning, family security solutions and wealth preservation techniques. What truly sets her apart is her remarkable ability to transform these complex financial strategies into clear, digestible concepts. She understands that many clients feel overwhelmed by financial jargon and complicated investment options. That’s why Lauren approaches each relationship as a true partnership—she doesn’t simply advise, she empowers clients to feel confident in their financial decisions.

Lauren has refined her approach to focus on what matters most: helping clients feel in control of their financial futures. She understands that each client is an individual with their own specific passions, desires, frustrations and worries. She understands it is essential that her clients are seen and heard.

Lauren’s community involvement reflects her dedication to service and education—values that continue to guide her financial practice as she helps clients build the freedom to live their best lives.

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I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY