For 20 years, Laura has been bringing her experience and dedication to help clients make smart decisions about their money. In 1998, she completed the rigorous educational requirements and received the CERTIFIED FINANCIAL PLANNER™ designation. She also holds Series 7, 9, 10, 63 and 65 securities licenses. She attended Florida State University, where she earned a degree in finance. Always expanding her business skills, Laura recently completed the CTI Coach Training Program, Co-Active® Coaching.
From the age of 17, Laura was drawn to the field of finance. She started working at NationsBank, and trained in every position, eventually rising as Executive Assistant to the Regional Manager. After graduating college, Laura became a stockbroker and financial advisor. As her career advanced, she became a Branch Manager for Raymond James and Associates in 2002. She then made the decision to open her own office within Raymond James in 2004.
Specializing in the unique needs of widows, Laura is devoted to providing more than financial planning or handling investments. This goes beyond just the investment component and into a process that supports overall life enrichment in line with their desires and values. She empowers widows to find their own answers, encouraging and supporting them as they undertake the process of managing and sustaining their wealth.
Laura comes from a long line of native Floridians and still lives near her hometown. She and her husband, Jimmy, have been together for over 20 years. They reside in Punta Gorda, with their son, Tyler, and lizard-chasing miniature daschund, Lizzy. Laura loves planning detailed travel trips and having adventures, including paddle boarding and skydiving. She will try anything once! Everyday pursuits include doing yoga and getting in her 10,000 steps per day.
To learn more about Laura and why she founded Wealthcare4Widows®, read Laura’s Personal Story »