Laurie McLaughlin began her career at Woodforest Wealth in 2009. As part of the management team, Laurie is responsible for compliance oversight, risk management and administration of a growing team of financial advisors and support staff.
Laurie draws upon her in-depth experience and knowledge of wealth management to collaborate closely with the Woodforest Wealth team in developing best practice solutions to enhance and protect client relationships. She also helps financial advisors meet their growth objectives and assists with bringing in new advisory teams to the company.
Responsible for employee coaching, development and performance management of all support staff, Laurie is committed to offering exceptional service to our advisors and their teams.
Community Involvement and Support
- Interfaith of The Woodlands
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.