Laura Lueken

Laura builds on her decades of experience to help successful business owners, wealthy families, large plan sponsors and their employees achieve meaningful financial objectives with the minimal level of risk required to do so. She has built a reputation and a loyal circle of clients for providing advice and guidance in the areas of retirement planning, wealth building and asset preservation.In addition to ambitious individuals, Laura has come to serve widows and divorcees who can benefit from what she calls her “hands-held, ears-open” philosophy of client care. Laura also addresses the asset management needs and advises on the fiduciary issues confronting private and public entities. Over the years, she has helped many professionals, business owners and plan administrators navigate the development and implementation of group retirement plans.Summoning an array of skillsets, Laura helps clients take a rational and realistic approach to investing and encourages their focus on the meaning of wealth, beyond a dollar figure. Laura’s longevity in the industry has taught her the value of process, discipline and client care. Having helped clients navigate turbulent and booming markets, she recognizes the importance of clear and timely explanations – so that clients can understand the risk they’re taking, what they own, and why.“Clients fascinate me – which makes it a pleasure to learn about their visions and values,” Laura explains. “Over the years, I’ve cultivated relationships that span ‘grandparents to grandchildren’ and the nation. And while clients’ needs are in constant flux, my commitment has never wavered. I remain determined to provide the kind of wealth management that provides enduring benefits beyond what many clients expect – especially, when they come from a previous advisor.” Since joining Merrill in 2002, she has felt tremendous pride helping generations of clients achieve goals they find meaningful, with financial strategies custom-designed on their behalf. Laura believes that her rigorous and ongoing industry training allows her to bring clients an extra measure of knowledge and know-how. Laura is one of a select number of Merrill advisors who hold the Retirement Benefits Consultant designation. In addition, She holds the: • Certified Plan Fiduciary Advisor®, CPFA® awarded by the National Association of Plan Advisors (NAPA).• Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. “As a lifetime learner, I believe that educating clients and others is critical,” Laura explains. “That’s why I speak often to women’ groups in the hope of helping spouses, divorcees and widows take small, but important steps in beginning to invest and establish wise financial habits. I also bring financial education to high school students and served as a board and committee member for Foster and Adoptive Car Coalition.” Laura and her husband, Mike, have one son.