Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Laurie’s wealth management approach is focused on developing strategies that help individuals and their families address a wide range of financial needs. Devoted to her clients’ interests, Laurie’s process begins by gaining a deep understanding of their personal values and aspirations to help bring clarity to their financial lives. Whether they are looking to preserve their wealth or prepare for the next generation, she enjoys being an integral part of their lives by offering services that go beyond traditional investment management.
Laurie also focuses on helping her clients who are going through life transitions such as marriage, divorce or career change. With an in-depth understanding of the unique challenges and opportunities these clients face, she provides a level of comfort to help alleviate her clients’ fears by guiding them through this crucial decision-making process. Committed to collaboration, with the client’s permission, Laurie can work closely with each client’s attorney, accountant and other advisors to help offer financial advice and guidance that complements their overall situation and short- and long-term goals.
Laurie earned her bachelor’s degree in Business Administration from Lynn University and her master’s degree in Finance from the University of Rochester. Active in her community, Laurie is a member of 100 Women In Finance and the Manhattan Chamber of Commerce.
University of Rochester
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Wealth Management Lending Officer NMLS # 179115
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.