Always optimistic about the potential for financial success, Laurie approaches each client's portfolio with
experience, empathy, and a keen understanding of how a
well-structured wealth management strategy is fundamental not
only to prosperity, but to peace of mind, of well.
Maybe you feel overwhelmed with the diversity of savings and
investment opportunities available today. You know you should be
doing something, but you are uncertain of where to start. First, Laurie
will listen. She wants to hear about your current financial
status, your goals and the challenges you face in pulling it
all together. Her strength is working one-on-one, creating
individualized financial strategies that align today's securities
and insurance products for maximum potential.
Whether on the job or with her family and friends, Laurie
is a "straight-shooter" who is committed to building
relationships based on integrity and trust. Since 1987,
scores of clients have benefited from this personalized,
A graduate of Endicott College and Bryant University,
Laurie has completed LUTC training courses and holds
securities registrations Series 7 and 63. The registered
Broker/Dealer is Cetera Advisors LLC,
Member FINRA, SIPC.