Laura Betros, CFP®

Laura Betros joined the firm in April of 2019 as a Portfolio Analyst. In June of 2020, she was promoted to Associate Investment Advisor, and became a CERTIFIED FINANCIAL PLANNER™ (CFP® Professional) in 2022. Previously, she worked for five years as a commercial property and casualty broker for a large international insurance broker.

 

Laura graduated Northeastern University in 2014 with a Bachelor of Science in Business Administration, with a concentration in Finance and Minor in Law and Public Policy. While enrolled, she held full-time internships at Bank of America Merrill Lynch, MFS Investment Management, and UBP Asset Management.

 

Laura strives to develop trusting relationships with her clients, construct realistic investment plans, and be a dedicated helping hand for them along the way. She hopes to make a difference personally and financially for those who need guidance, and to provide knowledge and support when needed.

 

In her spare time, Laura enjoys keeping active, including running, snowboarding, cycling, traveling, and spending time with her dog.