Laura Smith

Private Client Manager

For over 20 years, Laura has dedicated herself to providing exemplary service when assisting clients with a wide range of administrative needs. Often the first point of contact, she not only meticulously handles the day-to-day needs of our clients but also implements new accounts and supports the portfolio review and financial planning process. With great dedication and attention to detail, Laura is instrumental in our clients’ white glove experience and is a vital part of our team. At her previous firm, Merrill Lynch, she spent many years sharing her knowledge and experience by coaching other client associates in the Southern California region. In addition to the financial services industry, Laura also has experience in the insurance industry.

 

When not in the office, she enjoys hiking, mountain biking, trying new recipes, and spending time with her family and three dogs.