December 29, 2016 10:06:26 am
REDW LLC, one of the Southwest’s 10 largest certified public accounting and business consulting firms, is pleased to announce that Lauren Malone, CFP® has joined its SEC-registered subsidiary REDW Stanley Financial Advisors, LLC (REDW Stanley) as a Financial Planning Manager.
Lauren brings five years of strong wealth management experience from a variety of investment advisory firms in the Southeast, where she handled client service, operations, trading, portfolio analysis, and the creation of financial plans. In her new role, she will work with clients, tax personnel, attorneys, and insurance and investment advisors to create individual financial plans, provide investment advice, and oversee tax preparation and trust and estate work.
A CERTIFIED FINANCIAL PLANNER™ and member of the Financial Planning Association, she holds both a Bachelor of Business Administration in Finance from Oklahoma Christian University and a Master of Science in Family Financial Planning and Counseling from the University of Alabama. Her certifications include FINRA Series 7 and FINRA Series 66.
Committed to serving her community, Laurel is active with the Junior League of Albuquerque.