Knowledge, experience, leadership And the confidence to pursue your goals

Laurie is one of a select group of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, she is qualified to provide highly personalized wealth management services to her clients. Laurie understands that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services and solutions are developed and delivered to help you pursue your goals. That is why she offers a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations. To help manage your wealth, Laurie calls upon the advisory and investment brokerage capabilities of UBS—one of the world’s largest wealth management firms.

Laurie has worked in the financial services industry since 1991 and functions as a Wealth Advisor for her clients and her team. She enjoys making an impact on the families and businesses she services by developing the right strategies to help them pursue their goals.

Laurie received her bachelor’s degree from the University of Illinois in Champaign, IL, and has also earned the Certified Financial Planner TM(CFP®) certification from the College for Financial Planning. She holds the Series 7 and 65 securities licenses, as well as life/long-term care insurance licenses. Laurie is a member of the Divorce Financial Analysts and the Chicago Estate Planning Council. She has appeared on the First Business News program to discuss her views of the market.

Outside the office, Laurie supports a number of local community organizations. She is a member of the Professional Women’s Club of Chicago, a participant in the Avon 3-day Breast Cancer Program and co-chair of the Alzheimer’s Memory Walk. Laurie and her husband, Mark, have two sons and one daughter and live in Chicago.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Wealth Management

Chicago IL

November 1998 - Present

American Express Financial Advisors

Financial Advisor/Manager

Chicago IL

July 1991 - November 1998

Stuart James, Inc.

Stockbroker

Chicago, IL

September 1989 - May 1990

Personal & Community

  • The Professional Women's Club of Chicago (PWCC), President 2007-2008

Registered States:

AR, AZ, CA, CO, FL, IA, IL, IN, MA, MI, MN, MO, NC, NY, PA, TN, TX, WA, WI