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Announcements

New Team Member

By June 12, 2024May 13th, 2025No Comments

Trio Wealth Management, LLC is pleased to announce the addition of Lauren Bell, MBA, to the team! Lauren joins Trio Wealth as a Client Relationship Manager. She is responsible for all facets of client service, relationship management and account maintenance. She works to ensure an excellent client experience and supports advisors as she manages the day-to-day operations of the firm.

Download New Team Member Announcement Here