Laura C. Frushone
Senior Financial Consultant, SVP & Asst. Sec.
Mobile Phone
phone
(919) 835-3564
Office Information
Office Phone
phone
(919) 835-3564
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.
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.
How we support your unique vision.
First Citizens prides itself on strength, stability, and consistency. In delivering customized advice, tailored strategies, and personal attention, I can help you:
- Create and execute a comprehensive plan to address your financial goals;
- Determine the best ways to assist in establishing financial confidence for you and your family now and in the future;
- Evaluate your options to help 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
Risk Management
Tax Efficient Investing
Education & Certifications
Wofford College, Bachelors in Finance
CMFC
CRPC
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
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.
Helping you navigate your financial future from a wealth of information.
Customized financial solutions to support your unique vision for the future.
See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck. Learn more information about this representative's Professional Designations.
View our firm's Customer Relationship Summary (PDF)
Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.
First Citizens Wealth™ utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.
About the Entities, Brands and Services Offered
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (”FCIS”) , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all Investment Professionals, in all jurisdictions, or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:
https://www.firstcitizens.com/wealth/disclosures
https://www.svb.com/private-bank/disclosures/form-adv/
Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.
First Citizens Wealth™ utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested.
About the Entities, Brands and Services Offered
First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. (”FCIS”) , a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisers. Certain brokerage and advisory products and services may not be available from all Investment Professionals, in all jurisdictions, or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender and SVB, a division of First-Citizens Bank & Trust Company.
All loans provided by First-Citizens Bank & Trust Company and Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
For more information about FCIS, FCAM or SVBW and its Investment Professionals click here:
https://www.firstcitizens.com/wealth/disclosures
https://www.svb.com/private-bank/disclosures/form-adv/