![Laura Williams](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Laura Williams
Gestionnaire de Portefeuille-Actions chez
Beacon Pointe Advisors LLC
Profil
Ms. Laura E.
Williams is a Senior Wealth Advisor at Beacon Pointe Advisors LLC.
She specializes in helping clients build comprehensive financial plans tailored to their unique goals and circumstances, with particular expertise in planning for families with special needs.
Ms. Williams was previously employed as a Senior Financial Advisor by Sensible Financial Planning & Management LLC (which was acquired by Beacon Pointe in 2025).
She earned her B.S.
in Finance from Bentley University and obtained her Certificate in Financial Planning from Boston University.
She is a Certified Financial Planner professional, a member of the Financial Planning Association (FPA), and holds the Chartered Special Needs Consultant (ChSNC) designation from The American College of Financial Services.
Postes actifs de Laura Williams
| Sociétés | Poste | Début |
|---|---|---|
Beacon Pointe Advisors LLC
 Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Gestionnaire de Portefeuille-Actions | 01/10/2025 |
Anciens postes connus de Laura Williams
| Sociétés | Poste | Fin |
|---|---|---|
Sensible Financial Planning & Management LLC
 Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial designs portfolios to maximize expected returns for given levels of risk or portfolio volatility. The firm works with clients to select portfolios consistent with their individual risk capacity and risk tolerance. They construct portfolios using primarily low-cost mutual funds. Sensible Financial uses index funds and passive approaches rather than funds attempting to pick stocks that will outperform. | Gestionnaire de Portefeuille-Actions | 01/10/2025 |
Formation de Laura Williams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
64
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sensible Financial Planning & Management LLC
Sensible Financial Planning & Management LLC Investment ManagersFinance Sensible Financial designs portfolios to maximize expected returns for given levels of risk or portfolio volatility. The firm works with clients to select portfolios consistent with their individual risk capacity and risk tolerance. They construct portfolios using primarily low-cost mutual funds. Sensible Financial uses index funds and passive approaches rather than funds attempting to pick stocks that will outperform. | Finance |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Finance |
