Laura Wilson

Financial Planning Coordinator

As a Financial Planning Coordinator, Laura facilitates the financial planning process for our clients. Her responsibilities include managing client correspondence; financial planning research; and client review meeting preparation and follow-up. Laura also coordinates financial planning projects internally, in collaboration with client counselors and the financial planning department.

Laura is a native of Boston who enjoys yoga, writing, and time with family and friends. Laura and her husband have two young children that keep her busy but smiling.