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Lauren Abramowitz is an Investment Advisor and Portfolio Manager for Financial Harvest Wealth Advisors. Lauren co-directs trading and investment portfolio design for Financial Harvest as well as oversees special project management.
Lauren holds a FINRA Series 65 license and has been helping clients and advisors with financial services since 2010.
“I serve as the Operations and Portfolio manager. I assist with trading and operational work behind the scenes. I manage special projects and technology initiatives for the firm.”
Lauren also plays an integral role in developing and managing the retirement planning course and wise wealth strategies course that Financial Harvest offers. She is a key contributor to the design and implementation of these courses.
“I was originally a business major at Florida State University, but when I started taking finance and accounting courses, that’s really when I developed an interest in wealth management and financial planning,” Lauren said. “At that point, I changed my major to finance. That initial spark in college has led me to a very fulfilling career where I am continuously learning and growing.”
Client Philosophy
“When I first started in financial services, I did not realize I would get to know our clients’ stories on such a personal level. I feel privileged to know their stories.
“We learn about their concerns with money and retirement, but there is more to it than just that. We get to see pictures of that precious new grandbaby. We offer support and guidance at the passing of a spouse or a loved one. We get to hear about that trip they have been wanting to take for 20 years. We get to celebrate their health victories. We get to congratulate them on reaching retirement. Best of all, we get to develop a plan to help address and take care of these concerns and life events.
“I have seen clients start from a place of worry and concern for their financial future. Over the course of the relationship, we help build an actionable plan for retirement. This plan, coupled with coaching and education along the way, leads to confidence for our clients. They feel confident that they are making the best decisions today to be able to live the life they want in their retirement years. It has been amazing to see that come to fruition for so many of our clients. It is one of the main reasons why I continue in this field.
“The best way we can connect and learn about our clients is by asking questions. Not just any questions, but the right questions. By asking the right questions, we can open the floor for our clients to tell their stories. It is then our job to listen.
“What I love most about Financial Harvest is working with a team of people who care so much. Every teammate I work with shares the same purpose, which keeps our team motivated and aligned. First and foremost, we care about our clients and their goals. Secondly, we care about supporting each other. It makes going to work every day a wonderful experience.”
Education
- Florida State University, Tallahassee, Florida, B.S. Finance, 2010
Employment
- Financial Harvest Wealth Advisors, Winter Park, Florida, 2017 to Present
- Advent Software, Jacksonville, Florida, 2011-17
- Fidelity Investments, Jacksonville, Florida, 2010-11
Certification
- FINRA Series 65
Personal
“I grew up in Winter Park, Florida, but have since relocated to Tampa, Florida, with my husband, Dan, and our two sons, Carter and Jack.
“I love spending time with family and friends, and our weekends are typically spent outdoors enjoying the beautiful parks and beaches near our home.
“We also attend Clearwater Community Church. Joining the church is something that we have really enjoyed while getting established here in Tampa.”
