For all the talk of diversity, equity and inclusion in the workplace, Wall Street remains a boys’ club, specifically a white boys’ club. But that didn’t faze Lauren Simmons, host of the Money Moves podcast, when she landed her first job on the New York Stock Exchange (NYSE) in 2017.

Dubbed “the Wolfette of Wall Street,” Lauren was the youngest person ever to be an equity trader at NYSE and only the second Black woman to hold the position. At 23, Lauren wasn’t sure she knew enough about capital markets, but she was sure her curiosity would help her learn what she needed to know.

“Even though I was in a room with 250 men – 248 of them being white – I had allies. I had people that were championing me and wanting me to be successful and wanting me to be good in my role,” Lauren says.

In her talks and podcasts, Lauren helps others see how curiosity about money can help them shift their money mindset and make better financial decisions. Her forthcoming book, Mind Body Money: A Guide to Financial Wellness, is slated to be published by HarperCollins in fall 2023.

In today’s episode, Ana and Jamie talk with Lauren about her journey from genetics major to equity trader, how to find allies in the workplace, how to face insecurities and say yes to opportunities and how to stay curious.

Key Takeaways 

  • Instead of planning out each detail, be curious and see where life takes you. 
  • With more people of color and women taking on leadership roles in finance, the industry is starting to reflect the rest of the country. That inspires others to think they too can play a role. 
  • Entrepreneurs should expect to hear “no.” Don’t let those setbacks shake your determination. 


“Doing the work of figuring out who you are and being comfortable in your skin and understanding what you will compromise on, and what you won’t compromise on helps position you to know what your brand is.” – Lauren Simmons 


Carson Group is committed to empowering everyone to take charge of their finances. Schedule a consultation to learn how Carson can help you better motivate your clients. 

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

By: Ana Trujillo Limon
How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial …

Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life

By: Ana Trujillo Limon
Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief …

Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making

By: Ana Trujillo Limon
How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., …

3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans

By: Jessica Harrington
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make …
1 2 3 140