We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
Lauren Gooding is a Director, Wealth Advisor at Round Table Wealth Management. Lauren’s primary focus is supporting the firm’s family office clients to ensure the on-going administration of their complex multi-generational plans. Her responsibilities include supporting the Wealth Advisors who work with both Domestic and International clients on the management of their trusts, estates and other entities.
Lauren is a graduate of Lehigh University with a B.S. in Finance, with a minor in Psychology and is a Certified Trust and Financial Advisor professional.
Certified Trust and Financial Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA), which provides training and knowledge in taxes, investments, financial planning, trusts and estates.