Lauren Morgan is the Vice President of Tax-N-Vestors, Inc. who oversees the Estate/Retirement Planning, Mortgage and Educational Training Divisions.

Lauren began her career as a financial planner in Newport Beach, California in 1980. After building a successful full service investment advisory firm, Lauren was invited to join the headquarters of her broker-dealer to develop their financial planning division. A firm believer in the importance of continued education for investment professionals, Lauren added tax preparation to her other licenses and certifications in 1988. Lauren has held positions as Marketing Director (for a bank broker-dealer), Director of Investment Advisory Services, and Chief Compliance Officer while supervising and training thousands of brokers and clients in advanced financial planning concepts and portfolio design. As the Chief Compliance Officer, Lauren was the liaison between her firm and the regulatory agencies who oversee the securities and insurance industries, as well as the direct supervisor of her firm's hundreds of branch offices nationwide.

In late 2000, Lauren had an opportunity to resume working directly with clients when she was offered a partnership position with Tax-N-Vestors by its founder, Carey Morgan. Lauren welcomed the opportunity to join a firm that placed such a high emphasis on client education and exceptional service. She moved to Surprise in March of 2001. In Fall 2004, Lauren graduated from the Citizen's Academy Course presented by the City of Surprise. In 2006, Lauren completed course training to act as a Loan Officer.

Lauren is licensed in insurance and holds NASD Series 7, 24, 27 and 63 licenses.* In addition, Lauren has held her Certified Financial Planner (CFP™) designation since 1984.

 *Securities and Advisory Services offered through Crown Capital Securities, L.P., Member NASD/SIPC. Registered Investment Advisor - Crown Capital Securities Privacy Statement