Laura Genis
,
First Vice President, Wealth Management Advisor
4550 East 53rd Street
Davenport, IA 52807
563.441.3543
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Laura joined Merrill Lynch Wealth Management in 2022 and has over fifteen years of experience in the financial services industry.  Her focus is on helping clients achieve their goals by providing financial planning and investment guidance for individuals, their families, and their businesses.  Laura is a CERTIFIED FINANCIAL PLANNER professional.  She is a graduate of University of Illinois at Urbana-Champaign with dual bachelor’s degrees in Finance and Accountancy.  She and her husband, Dan, live in Davenport, Iowa with their daughter. 
Laura is very involved in addressing early childhood literacy and poverty issues in her community.  Laura currently serves on the Davenport Public Library Board of Trustees.  Previously she served as President of Friends of Davenport Library.  She is a Past-President of Junior League of the Quad Cities, a nonprofit organization of women committed to promoting volunteerism, developing leadership skills, and improving their community.  She has also served on United Way allocation committee helping the organization allocate grant funds to local not for profits.  She is committed to financial literacy volunteering for Junior Achievement for more than a decade.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Conor Heneghan
Client Service Associate
214.261.0812
Stephanie J Kern
Registered Wealth Management Client Associate
563.388.2355
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Laura Genis is registered to do business in CA, CO, FL, GA, IA, IL, MN, NC, NV, OH, SC, WI, WY.