Lauren Procopio

Lauren has more than 20 years of experience in the trust and wealth management industry. As a trust and wealth advisor, she works with individuals and families to understand their goals and objectives and helps to create and implement a roadmap for them to realize their goals. She is also responsible for the administration of relationships that include trust, investments, endowments and estate accounts. Lauren has her FINRA Series 6, 63, 65, & 7 licenses and life, health and insurance licenses. She received her CERTIFIED FINANCIAL PLANNER (CFP)™ designation in 2011 and holds a degree in business administration from UNC Chapel Hill. Lauren is a board member and volunteer for several non-profits and coaches a girls softball team. She lives in Hillsborough with her husband and two children.