Our Team

• Laura C. Richards, CFP ®

  Principal / Planning & Fiduciary Advisor

  Laura has over 14 years experience in the financial services industry and offers a depth of knowledge in fiduciary administration, investment management, and estate planning for high net-worth individuals and families. She spent the bulk of her career as a Vice President and Trust Advisor with Wachovia’s Wealth Management Group in Charlotte where she was consistently a top performer for one of the nation’s largest trust companies. Laura is constantly praised by her clients for her attention to detail and is the trust advisor of choice for many of Charlotte’s most prominent estate planning attorneys.

   

  Laura earned a B.S. in Business Administration from the College of Charleston and completed the Southeastern Trust School program at Campbell University. She is a Certified Financial Planner™ and holds a Series 7 license.  She serves on the leadership committee for the Queens University Estate Planner’s Day and is an active member of the Charlotte Estate Planning Council.