Lauren A. Martinez

Investment Officer

Lauren serves as an Investment Advisor Assistant.

Lauren began her financial services career as an Investment Advisor Assistant with Staton Financial Advisors in 2016, where she obtained her Series 65 license. Lauren supports trading, client services, and portfolio management. She interned with Staton Financial while a student at the University of North Carolina Wilmington.

Lauren graduated cum laude from the Cameron School of Business at UNCW with a B.S. in Business Administration with a concentration in Finance. Not only did she graduate with honors, she also excelled in numerous leadership roles including membership on the CFA Institute Research Challenge Team and as Fund Manager and Equity Analyst on the UNCW Seahawk Investment Management Team.

Lauren, a Charlotte native, is a member of Sharon United Methodist Church and the Renaissance Forum. She enjoys traveling, spending time with family, and volunteering with her church and the youth group.