Lauren Procopio, CFP®

Lauren Procopio is a trust and wealth advisor serving Pinnacle clients from the firm’s downtown Durham office.

She has over 20 years of experience in the trust and wealth management industry. As a trust and wealth advisor, she works with individuals, families, and organizations to understand their goals and objectives and helps to create and implement a roadmap for them through the financial planning process. She is also responsible for the administration of relationships that include trusts, investment management, endowments, and estate accounts.

Lauren holds her FINRA Series 6, 63, 65, & 7 licenses and life, health, and long-term care insurance licenses. She received her Certified Financial Planner (CFP®) designation in 2011 and holds a degree in business administration from the University of North Carolina at Chapel Hill.

Lauren is a board member and volunteer for several local non-profits and coaches a girls softball team. She lives in Hillsborough with her husband and two children.