As a Wealth Management Advisor with Merrill Lynch Wealth Management, Laura helps individuals, couples and families create wealth management strategies to achieve a secure financial future.
Her work with clients begins by considering their life goals: personal, professional and charitable. Laura helps her clients evaluate their financial resources and determine what it will take to have the lifestyle they want now and in the future. This discussion also incorporates issues of insurance, real estate financing, healthcare and long-term care, and trusts. This is the basis for a plan which guides the relationship.
With the wealth management strategy as a foundation, financial strategies are customized for each client that are designed to both build and preserve wealth. The process continues with regular updates of the financial strategies and evaluations of the portfolio strategy and progress toward goals.
Laura has a particular empathy for the challenges faced by single women and seniors. Recently divorced or widowed women may not have had the opportunity to be involved in financial management and want the support of a professional to help them make important financial decisions. Laura helps them gain the confidence they need to manage their financial affairs.
Through her charitable work with seniors, Laura has an understanding of the challenges seniors confront with both their finances and other life issues. She draws on this experience to help seniors and their families make wise choices for all generations.
Laura has worked in the financial services industry for 30 years and has a CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. Her education includes: a BA in Economics from Chatham College and an MBA in Finance and Accounting from The University of North Carolina at Chapel Hill. She previously served on the Boards of the San Francisco Ladies Protection and Relief Society and The Maybeck Foundation.
*Merrill Life Agency's California License Number 0522776
*Financing Services are through Bank of America, N.A. (NMLS#558667)
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
