Lauren O’Brien, CFP®, RICP®, CPA
Senior Wealth Advisor

Education & Philanthropy
Lauren’s journey afforded her opportunities to work on 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 47th state, as part of a quest to see all 50 U.S. states, and she has traveled to six of the seven continents. Lauren’s journey led her to Old Town Alexandria, Virginia, where she currently lives. Committed to community, she founded Alexandria’s first exclusively community-focused TEDx program. She is active with her alma mater, the University of Notre Dame, focusing on programs encouraging empowerment and leadership development. She currently serves at George Mason University on the Financial Planning & Wealth Management advisory. FINRA’s BrokerCheck | 2B SupplementWondering if there might be something more you and your money could do?
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