Lauren Williams

Client Relationship Specialist

As a Client Relationship Specialist, Lauren interfaces with clients via email and telephone on behalf of the business daily. She serves as an initial point of contact for clients' responding to their scheduling needs and working with the team to support quick and complete responses to outstanding questions. Lauren confirms upcoming appointments, fields ongoing clients' requests and participates in the implementation of business wide strategic initiatives as needed. Lauren holds the Series 6 and 63 securities licenses.

Phone 704.943.2102