Lauren Cadle
Investment Associate, Institutional Division
Alpharetta, GA
Lauren Cadle is the investment associate for the Institutional Division of Ronald Blue Trust.
Lauren is responsible for providing complex investment reporting and tax support. She analyzes confidential client information and integrates financial and biblical principles into customized investment reports and financial plans to help multi-generational high-net worth clients and their families achieve their goals.
Prior to joining Ronald Blue Trust, she worked as a wealth management client associate at Merrill Lynch where she performed administrative duties to support financial advisors in their daily business practice. She assisted with on-boarding new clients, money movements, implementing new portfolio strategies, and developed and maintained close working relationships with high-net-worth clients. Before her role at Merrill Lynch, Lauren interned with Ronald Blue Trust where she worked closely with financial planners assisting with the creation of financial plans and performed various administration tasks.
Lauren earned her BS in business administration: financial planning from Liberty University where she graduated with high honors.
Lauren is from Asheville, NC and she and her husband currently reside in Alpharetta, GA. She is a member of First Baptist Church of Woodstock and enjoys spending time with friends and family.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.