Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
Personalized advice, disciplined investing and ongoing review can make this a reality.
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
Senior Wealth Management Lending Officer NMLS # 483747
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.