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Lauren R

CFP®, Series 63

Andover, NJ

GWN Securities Inc.

Lauren Ragsdale is a CFP® with 16 years of industry experience, currently affiliated with GWN Securities Inc. She has held positions at Metlife Investors Distribution Company and MetLife Securities Inc. since 2014. Lauren is co-founder and owner of TRI-STATE HEALTH & WEALTH ADVISORS GROUP, LLC, where she manages and trains agents and assists clients with financial literacy and guidance. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a mix of sub-advisers and model-based allocations and is noted for its use of market-timing and momentum-based investment strategies in certain programs.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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