PORTFOLIO STRATEGISTS

Lauren McCarroll
Lauren McCarroll, CFP®

Lauren is a Portfolio Strategist with Charles Schwab Investment Advisory, Inc. (“CSIA”), supporting the ThomasPartners and Windhaven Strategies. Lauren has over 12 years of experience in the financial services industry and worked in private wealth management at Wells Fargo prior to joining CSIA in 2014.

Lauren earned her Bachelor of Arts and Masters of Business Administration from the University of Colorado and is a Certified Financial Planner (CFP®).

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