Lauren Stapleton

Grove Wealth Advisors

Role
Wealth Advisor at Grove Wealth Advisors
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lauren Stapleton

Experienced Operations and Finance Leader with a demonstrated history of working in the retail and tech industry. Believer that happy and engaged employees make for the best customer experience. Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedSecurities offered through DFPG Investments, LLC (“DFPG”)Member FINRA/SIPC. Investment Advisory Services offered through Diversify Advisory Services, LLC (“DAS”). DAS and DFPG are affiliated entities. Grove Wealth Advisors is unaffiliated with DAS and DFPG.

Experience

  1. Wealth Advisor

    Grove Wealth Advisors

    Oct 2022 — Present

Education

  • California Polytechnic State University-San Luis Obispo

    B.S., Business Administration, Finance and Economics

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Lauren Stapleton — Wealth Advisor at Grove Wealth Advisors in San Francisco, CA, US | Unifers