Lauren Mader
408-712-5069
Contact via email
https://fa.ml.com/california/san-jose/lauren-mader/
Lauren Mader is a Vice President at Merrill Lynch Wealth Management. The focus of her practice is helping women business owners and executives feel confident when making decisions about their financial future. She guides clients through a holistic financial planning process to identify their goals and align them with their current financial picture.
Her areas of expertise include:
- Retirement planning, portfolio construction, and asset supervision
- Liability management
- Trust and estate planning
- Banking needs/cash management