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.
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.
Niches
Focus Areas
Education & Certifications
Licenses & Registrations
My Team
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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First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment associate; and First Citizens Asset Management, Inc., an SEC-registered investment associate.
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.
Bank deposit products are offered by First Citizens Bank, Member FDIC.