4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Senior Manager,
Integrations
In 2020, Laurie took on a senior manager position leading the firm’s onboarding and integration of acquired advisor practices. She is based out of CAPTRUST’s Lake Success, New York, office and is charged with management of the onboarding process for the firm’s new advisors and their clients.
Laurie possesses extensive experience in client service, business development, and operations. Laurie originally joined CAPTRUST in 2018 from FCE Group, where she served as a member of our Advisory team, helping numerous clients with their financial planning and investment needs.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
Financial consulting firm FCE Group, headquartered in Long Island, New...