Lauren Monaco has been a vital part of the Roy Tedeschi Schmidt Private Wealth group since 2007. As the Practice Director, she oversees operational and business functions, assists the Advisors in coordinating updates and reviews Financial Plans, and acts as a liaison between clients and financial advisors. Lauren’s technical experience is backed by her FINRA Series 7 and Series 63 registrations, and she holds a B.S. in Business Administration with a concentration in Finance from the University of New Hampshire.
Lauren’s dedication to client service and operational excellence helps ensure a smooth and effective wealth management processes for the practice’s clients. Her role is crucial in maintaining the high standards of service that the group is known for.
Education and Credentials:
- University of New Hampshire: B.S. in Business Administration, Finance
- Licenses: FINRA Series 7, & Series 63 Securities Registrations
Personal Life and Interests:
- Enjoys spending time with her family
- Lives in Braintree with her husband Sean and their two children, Michael and Isla
