Laura Martin

Education

• Bachelor’s degree in Communication from the University of Toledo
• Accredited Investment Fiduciary^® from the Center for Fiduciary Studies
• Wealth Management Specialist^sm  from Kaplan University
• Series 65 securities license

Expertise

Laura brings a unique and valuable set of skills to her position as Manager of Wealth Coordination. With over a decade at Richard P. Slaughter Associates, her leadership skills and focus on organization, accuracy, and keen attention to detail allow Laura to guide the team in ensuring clients receive accurate and complete service.

Laura and her team manage all operational aspects of client accounts, from communicating with clients about account maintenance to coordinating cash flows and handling the countless details that ensure a flawless client experience. Through careful process management, she ensures there are no gaps or errors in service delivery, creating the seamless operations that are essential to True Wealth Management.

Clients have come to rely on Laura and her team of Wealth Coordinators to manage the fine points of their personal financial needs, finding comfort knowing Laura is handling those details on their behalf. Laura’s gracious and helpful demeanor greatly contributes to building meaningful client relationships.

Things to know about Laura

What’s the most rewarding part of supporting client relationships?

“I love taking the complex situations that our clients face and helping to streamline and simplify them. My goal is always to make things as easy as possible for our clients so they can focus on what they enjoy.”

What’s on my ‘bucket-list’ for places to go?

“Switzerland and Croatia.”