Laura C. Frushone

Senior Financial Consultant, SVP & Asst. Sec.
Mobile Phone
phone

Office Information

Office Phone
phone
2005 Clark Avenue
Raleigh, NC 27605
US

Areas Served

Central Raleigh

Get to know us

With over 30 years of experience in the financial services industry, Laura brings knowledge, professionalism and an understanding of the financial landscape to her relationships. Having been a member of our First Citizens team since 1998, she is well known as a trusted, knowledgeable and innovative professional, helping her clients do more with their assets and resources as they work to shape their future. Laura advises clients through all phases of their financial lives while providing a high touch, high service support.
Here to help you craft a one-of-a-kind financial plan that works harder for you, Laura prioritizes and is knowledgeable in:

• Establishing, implementing and monitoring comprehensive wealth management plans
• Tailoring to customer-specific needs and objectives
• Gaining a clear understanding of customer’s goals
• Identifying the most effective investment strategies
• Serving each customer uniquely
• Building a strong relationship based on trust and professionalism
• Monitoring client’s accounts to measure performance
• Exploring new opportunities to anticipate needs based on inevitable life changes

Drawing on the experience of our skilled team of financial professionals, First Citizens partners with you to manage your assets to meet your financial goals and keep an eye on financial trends and new products and services.

Laura is a graduate of Wofford College with a degree in Finance. She holds Chartered Mutual Fund CounselorSM and Chartered Retirement Planning CounselorSM designations.

We can help you accomplish so much more.

First Citizens prides itself on strength, stability and consistency. In delivering customized advice, tailored strategies and personal attention, we can help you:

• Create and execute a comprehensive plan to address all of your financial goals;
• Determine the best ways to establish security for you and your family now and in the future;
• Evaluate your options to protect your assets;
• Help you understand strategies to ensure your intentions are fulfilled in your estate plan;
• Coordinate with your tax and legal professionals so your planning is consistent.

Focus Areas

Asset allocation
Insurance Planning
Retirement planning

Education & Certifications

Wofford College, Bachelors in Finance
CMFC
CRPC

Licenses & Registrations

FINRA Series 7 - General Securities Representative Exam
FINRA Series 63 - Uniform Securities Agent State Law Exam
FINRA Series 65 - Uniform Investment Adviser Law Exam

Resources

Make sense of the markets. We have our fingers on the pulse of economic growth, investor sentiment and valuation trends.
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Helping you navigate your financial future from a wealth of information.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck. Learn more information about this representative's Professional Designations.


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Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

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