Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
555 California St
San Francisco, CA 94104-1503
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As a Wealth Management Advisor with Merrill Lynch Wealth Management, Laura helps individuals, couples and families create wealth management strategies to achieve a secure financial future.
Her work with clients begins by considering their life goals: personal, professional and charitable. Laura helps her clients evaluate their financial resources and determine what it will take to have the lifestyle they want now and in the future. This discussion also incorporates issues of insurance, real estate financing, healthcare and long-term care, and trusts. This is the basis for a plan which guides the relationship.
With the wealth management strategy as a foundation, investment strategies are customized for each client that are designed to both build and preserve wealth. The process continues with regular updates of the financial strategies and evaluations of the portfolio strategy and progress toward goals.
Laura has a particular empathy for the challenges faced by single women and seniors. Recently divorced or widowed women may not have had the opportunity to be involved in financial management and want the support of a professional to help them make important financial decisions. Laura helps them gain the confidence they need to manage their financial affairs.
Through her charitable work with seniors, Laura has an understanding of the challenges seniors confront with both their finances and other life issues. She draws on this experience to help seniors and their families make wise choices for all generations.
Laura has worked in the financial services industry for 30 years and has a CFP certification awarded by the Certified Financial Planner Board of Standards, Inc. She has also achieved the CRPC, Chartered Retirement Planning Counselor designation. Her education includes: a BA in Economics from Chatham College and an MBA in Finance and Accounting from The University of North Carolina at Chapel Hill. She serves on the Boards of the San Francisco Ladies Protection and Relief Society and The Maybeck Foundation.
University of North Carolina Chapel Hill
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.