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Laureen L
Series 63, Series 65
Mobile, AL
Steward Partners Investment Advisory, LLC
Laureen Lynn is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities over nearly two decades. Outside of her advisory role, she serves on the board and investment committee of the Alabama West FL United Methodist Foundation and holds leadership positions with the Mobile Opera and Ashland Place United Methodist Church. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through multiple portfolio management solutions.
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