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Laura Neidert, CFP®, AWMA®

Laura Neidert, CFP®, AWMA®    

Executive Director Practice Development

Laura Neidert is the Executive Director Practice Development Consulting for the Florida/Georgia Market. Laura believes every financial advisor is capable of enabling their clients to pursue their personal and financial dreams as well as their own business and personal goals. Through personalized coaching, Laura delivers a game plan to advisors designed to meet their needs and create a trajectory for their future. Laura has assisted advisors with retaining key client relationships and attracting new business via financial planning, social and educational events. In addition to holding the AWMA designation (Accredited Wealth Management Advisor), Laura hold the series 6, 7, 63, 66 & 24 securities licenses, as well as health, life and variable insurance licenses. Laura is a graduate of Marquette University, Milwaukee, WI. She shares life’s adventures with her husband, Jon, children Jenna and Jeffrey, as well as pet pooch Lily, a mini Doxie. Laura loves nothing more than bringing people together to share experiences, whether it be through food, music, or other interests.

 

Waddell & Reed is not affiliated with any other entities referenced herein.  06/18