PCA Operations Support Specialist
Laura joined IWP with 20 years of experience in wealth management and client service. Prior to IWP she has worked at Oppenheimer, Smith Barney, Lincoln Financial and Fidelity Investments. Her career focus has been on estate planning, trusts, annuities, financial plan development and retirement account servicing, as well as taking care of clients’ immediate account related needs and maintaining client relationships. She holds both her Series 7 and Series 63 licenses.