Laurie McLaughlin divides her time between two key roles: Operations Manager and Financial Advisor. Her responsibilities on the operations side including handling all compliance and supervision related issues for the entire Woodforest Wealth team.
Also a Financial Advisor, Laurie brings the same professionalism to her clients that she does to the operations side of the business. Her clients consist primarily of young professionals like herself, which is why she dedicates considerable time to providing them with the necessary information to understand the financial issues they could face throughout their future.
Laurie understands conditions are very different than a decade or even a year ago, and she feels a responsibility to provide her clients with a structure and capacity to act as conditions change. Through the use of regular communication and the design of plans that are appropriately tailored to each situation, she builds trust with her clients and is proud of her long-term relationships.
Community Involvement and Support
- Interfaith of The Woodlands
- March of Dimes
Education and Certifications
- Sam Houston State University
- Series 7, 9, 10, and 66 Securities Licenses
- Texas Life and Health Insurance licenses
Professional Experience and Recognition
- FMA Alliance, Ltd.
Raymond James is not affiliated with the above organizations and/or charitable causes.