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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Senior Vice President–Wealth Management
Financial Advisor
Laura has spent nearly three decades assisting multiple generations in managing, organizing and preserving their wealth. Her mission is to provide a trusting environment based on active listening and to build an investment plan which meets the goals and risk tolerance of every client with whom she works. She believes that the success of wealth management is measured by its ability to enable one to pursue what matters most...today, tomorrow and for generations to come.
After graduating from the University of Wisconsin - Madison in 1987, Laura spent six years as a New Business Sales Representative with IBM. She became a Financial Consultant in 1993 having completed the PaineWebber training program. She is FINRA registered and holds her Series 7, 63 and 65 securities licenses, as well as her Life, Health, Long Term Care Insurance and annuity licenses.
Laura has consistently achieved Director's Council status with UBS and is a CERTIFIED FINANCIAL PLANNER™. She has been a guest speaker for Garden State Woman Magazine's Financial Conference and has attended the Barron's Winners Circle Top Women Advisors Summit.
Laura resides with her family in Mendham, NJ and participates in the community and schools attended by her children, Seneca and Noah. Laura enjoys spending time with her family, being a Girl Scout Leader, cycling and enjoying the great outdoors.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Laura has spent nearly three decades assisting multiple generations in managing, organizing and preserving their wealth. Her mission is to provide a trusting environment based on active listening and to build an investment plan which meets the goals and risk tolerance of every client with whom she works. She believes that the success of wealth management is measured by its ability to enable one to pursue what matters most...today, tomorrow and for generations to come.
After graduating from the University of Wisconsin - Madison in 1987, Laura spent six years as a New Business Sales Representative with IBM. She became a Financial Consultant in 1993 having completed the PaineWebber training program. She is FINRA registered and holds her Series 7, 63 and 65 securities licenses, as well as her Life, Health, Long Term Care Insurance and annuity licenses.
Laura has consistently achieved Director's Council status with UBS and is a CERTIFIED FINANCIAL PLANNER™. She has been a guest speaker for Garden State Woman Magazine's Financial Conference and has attended the Barron's Winners Circle Top Women Advisors Summit.
Laura resides with her family in Mendham, NJ and participates in the community and schools attended by her children, Seneca and Noah. Laura enjoys spending time with her family, being a Girl Scout Leader, cycling and enjoying the great outdoors.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
