Laura joined the firm in 2004 as an experienced advisor and specializes working with people in life transitions. She focuses on helping clients articulate their financial values and beliefs and in understanding their concerns and motivations. With that base, Laura partners with her clients to manage risks and create strategies, aligning their values and resources with their unique vision of a fulfilling life. Throughout her career, she has been actively involved in supporting her community and her profession through many leadership and board positions, as well as in continually developing her own expertise. She holds a special passion for supporting financial literacy in people of all age
Laura Barry
Managing Director, Wealth Management & Planning
Wealthspire Advisors
United States, Wisconsin, Milwaukee
About Me
Profile Information
Managing Director, Wealth Management & Planning
Wealthspire Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Milwaukee
Wisconsin
United States
Aug 15, 2024
More profiles to browse
AI
Ashley Iddings
Managing Director
Tim Hughes
Advisor, Managing Director & Atlantic Region Lead
Emily Platt
Assistant Vice President, Investments and Vice President, Advisor Success
HS
Howard Sontag
Chairman
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management