Client Service Associate, Private Client Group
Laurie joined Clearstead in 2022 alongside Scott Snow through the successful business merger. She is a Client Service Associate in the Private Client Group and has been instrumental in transitioning over all high-net-worth relationships into the Clearstead platform. Laurie provides first-hand services to assigned clients, including account maintenance, reconciling accounts, preparing meeting materials, and other tasks involved with serving wealth management clients. Laurie has quickly adapted to the Clearstead environment.
Laurie joined Scott Snow (financial advisors) LLC in the Spring of 2020 as a Portfolio Administrator handling all aspects from engagement letter development, onboarding, investment account application preparation, money movement, asset allocation, trade execution, reconciling account transfers, client portfolio performance, report compilation and review. Laurie is a Certified Notary Public. She also studied and received her certificate in Medical Billing and Coding. Prior to working with Scott Snow, she spent her entire career with Ernst & Young as a Senior Executive Assistant serving C-Suite executives and clients. She helped build and maintain office budgets. She has been very successful in external client peer relationships and is an effective liaison between Executives and Clients. Laurie has consistently been recognized for quality, integrity, works independently and demonstrates a positive and high energy demeanor.
FIND YOUR CLARITY
Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.