Woman with curly hair, smiling, wearing a black sweater, seated against a grey background.

Lauren L. Purvee

Senior Wealth Planner


Lauren attributes a lot of who she is professionally to her relationship with her grandfather. He was an Organizational Development and Leadership trainer for most of his career. She remembers at the age of four sitting on her grandfather’s farm learning about Maslow’s Hierarchy of needs.


Years later graduating from St. John Fisher College with a B.S. in Management, Lauren entered the financial services world and hasn’t looked back. With 12+ years of industry experience, Lauren prides herself on being the smiling voice on the other side of the phone ready to assist clients through life’s changes.


Lauren lives in West Henrietta, NY with her husband Ray, three children and Labradoodle Lucy. When not at baseball, football, dance or cheer with her kids, you can find her lounging in her pool listening to a great playlist.

Wishing you had a Kickstand?