Lauren Cadle

Lauren Cadle

Investment Associate, Institutional Division
Alpharetta, GA
lauren.cadle@bluetrust.com
(770) 280-6055

Lauren Cadle is the investment associate for the Institutional Division of Blue Trust.

Lauren is responsible for trading and overseeing investment operations for private investments. Lauren assists with the RFP (Request for Proposal) process and implementation of Investment Policy Statements (IPS). She crafts customized reports tailored to specific client needs, efficiently handling tasks like populating responses, data updates, and timely report finalization.

Prior to joining 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 onboarding 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 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.

Testimonials

 
123
Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Lauren

  • Economic Review & Outlook Fourth Quarter 2024

  • Missionally Aligned Institutional Investment Management

  • Principles-Based Investing Whitepaper

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by 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. CFP Board 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.
**All financials are as of 6/30/24 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.