Lauren Borkowski

Advisor at Fidelity

Updated today
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Firm

Fidelity

Location

Swartz Creek, MI

Credentials

Series 63, Series 66

Industry experience

6 years

About

Lauren Borkowski is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative and Planning Consultant. Prior to joining Fidelity, she worked as a Client Service Associate at Morgan Stanley and as a Client Associate at Merrill Lynch.

Lauren's experience spans client service and financial planning, where she focuses on developing strong relationships with clients. She emphasizes understanding clients' unique situations and goals to co-create financial plans that address their priorities. Her approach is centered on ensuring clients feel comfortable and confident throughout the financial planning process.

Lauren utilizes the strategies and resources available at Fidelity to assist clients in navigating financial obstacles. Further information on her education, credentials, personal interests, or community involvement has not been provided.

Expertise

General retirement planning Income planning Retirement income strategy

Work history

Fidelity Investments

2025 - Present (1 year)

FIDELITY Brokerage Services LLC

2019 - Present (7 years)

Morgan Stanley

2018 - 2018 (1 year)

Unemployed

2018 - 2018 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

2017 - 2018 (1 year)

John P. O'Sullivan Distributing Inc.

2015 - 2017 (2 years)

University of Michigan-Flint

2013 - 2017 (4 years)

Disclosures

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