Lauren Ivester is a financial planner and co-founder of WealthPoint Advisors, where she helps clients work toward and achieve their financial and retirement objectives. She is a fiduciary and has passed the Series 7, 63 and 66 securities exams and has her life insurance license. Ivester began her career in 2005 as a financial adviser at Morgan Stanley, where she served as a primary point of contact for high-net-worth clients to help develop and maintain long-term relationships.
Ivester later served as director of financial due diligence for Bowman Law firm and as a financial adviser for Dempsey Lord Smith. Ivester has a bachelor’s degree in business management from North Carolina State University.
She and her husband, Dean, have two daughters, Gracyn and Nora.
Phone: (704) 675-5300 | Email: info@WealthPointAdvisorsNC.com | Website: www.wealthpointadvisorsnc.com
