Lauren O’Brien, CFP®, CPA
Sr. Wealth Advisor
Education & PhilanthropyLauren’s journey has afforded her opportunities to work in three continents with several prestigious firms, including Wells Fargo Advisors, Bank of America Merrill Lynch and Deloitte. Fully bitten by the travel bug, she continues to enjoy travel, both locally and globally. She recently visited her 43rd state, as part of a quest to see all 50 U.S. states, and she has traveled to six of the seven continents over the last decade. Lauren is proud of her commitment to her community. She lives in Old Town Alexandria, Virginia, and she is the lead organizer for TEDxOronocoBayPark, Alexandria’s first exclusively community-focused TEDx program that is dedicated to the TED mission – ideas worth spreading – in the local community. She leads the local alumnae community for her alma mater, the University of Notre Dame. The group aims to inspire others through programs that encourage empowerment and leadership development. FINRA’s BrokerCheck.
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