Lauren Adams, CFA®, CFP®
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Partner, CERTIFIED FINANCIAL PLANNER™, and Director of Operations
Lauren Adams, CFA®, CFP®, is a Partner, CERTIFIED FINANCIAL PLANNER™ professional, and Director of Operations at Center for Financial Planning, Inc.®
As a CFP® professional, Lauren works with clients and their families to meet their financial planning goals. As a CFA® charterholder and former Senior Stock Analyst, Lauren specializes in investments and serves on The Center Investment Committee.
As Director of Operations, she strives to create an exceptional service experience for clients and their families. She leads The Center’s back-office activities and works closely with the Client Service, Finance, Human Resources, and Marketing Departments.
Lauren has been in the investment field since 2008 and joined The Center in 2016. Before joining The Center, Lauren worked at Morningstar as a Senior Equity Analyst. During that time, media sources like the Financial Times, Fortune, SmartMoney, and Forbes frequently turned to her as a trusted source of information.
After several years in Chicago, Lauren and her husband, Chris, spent a year traveling to more than 50 countries before returning to her home state of Michigan. They live in Bloomfield Township with their children.
Lauren was named to the 2023 InvestmentNews “40 under 40” list¹³. She is the Vice President for CFA Society of Detroit, a member of the Editorial Advisory and Securities Review Committee for BetterInvesting Magazine, a graduate of the Small Giants Leadership Academy, and Treasurer of the Kirk in the Hills Preschool Board.
Outside of The Center and home, she loves spending time with her church communities and leisurely strolling the aisles of Costco.
EDUCATION:
Master of Business Administration, with High Honors, University of Chicago Booth School of Business
Bachelor of Arts, Economics, Kalamazoo College
Licensing & Certifications:
Chartered Financial Analyst® (CFA®)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7 and Series 63 Securities Licenses
State of Michigan Life and Health Insurance Licenses
¹³Each year InvestmentNews recognizes 40 industry professions under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 when the honorees were announced. Over 1000 nominees were considered and 40 were chosen to receive the award in 2023. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. This ranking is based upon the period from 06/1/2022 to 6/1/2023 and was released on 06/05/2023. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.