Lauren Bauer
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Lauren Bauer is the Resident Director and Wealth Management Advisor at Merrill, where she has been serving since 2015. She specializes in retirement and financial planning for individuals, companies, and nonprofit organizations. Lauren holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™, the Certified Plan Fiduciary Advisor® (CPFA) credential, and is a Senior Retirement Benefits Consultant. She also holds the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations.
Lauren earned her bachelor's degree from the University of Dayton and completed a program at the Chicago Booth School of Business. She leverages her background in education to help clients and retirement plan participants understand the investment process. Her expertise includes college education planning, divorce transition planning, employee benefits planning, and socially responsible investing among other areas.
In addition to her professional responsibilities, Lauren serves on the Board of Trustees for the Erie Community Foundation and is involved with the Erie Women's Fund, UPMC Safe Harbor Behavioral Health, and Women United for Community Schools. She is also active with Athena PowerLink®, a program supporting local female-owned businesses.
Bank Of America, N.a.
2015 - Present (11 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")