Laura K. M.

Laura K. M. Email and Phone Number

Senior Vice President, Client Advisor at Spinnaker Trust @ Spinnaker Trust
portland, maine, united states
Laura K. M.'s Location
Portland, Maine Metropolitan Area, United States
About Laura K. M.

I work with individuals, families & foundations to build wealth, and protect it. As part of a team of investment, tax, trust and estate planning experts, my priority is to determine each client’s unique financial thumbprint and enable them to achieve their financial goals.

Laura K. M.'s Current Company Details
Spinnaker Trust

Spinnaker Trust

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Senior Vice President, Client Advisor at Spinnaker Trust
portland, maine, united states
Employees:
27
Laura K. M. Work Experience Details
  • Spinnaker Trust
    Senior Vice President, Client Advisor
    Spinnaker Trust Jan 2024 - Present
    Portland, Maine, United States
  • Spinnaker Trust
    Vice President, Client Advisor
    Spinnaker Trust Jan 2022 - Present
    Portland, Maine, United States
  • Spinnaker Trust
    Portfolio Manager
    Spinnaker Trust Jan 2019 - Present
    Portland, Maine Area
  • Spinnaker Trust
    Assistant Portfolio Manager
    Spinnaker Trust Jan 2017 - Jan 2019
    Portland, Maine Area
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Oct 2015 - Jan 2017
    Portland, Maine Area
  • Unum
    Marketing & Benefit Operations
    Unum Jun 2010 - Oct 2015

Laura K. M. Education Details

Frequently Asked Questions about Laura K. M.

What company does Laura K. M. work for?

Laura K. M. works for Spinnaker Trust

What is Laura K. M.'s role at the current company?

Laura K. M.'s current role is Senior Vice President, Client Advisor at Spinnaker Trust.

What schools did Laura K. M. attend?

Laura K. M. attended Bentley University, University Of Southern Maine.

Who are Laura K. M.'s colleagues?

Laura K. M.'s colleagues are Chris Whitney, Nancy Wulbrecht, Karen Philbrick Hamblen, Casey Mccormack, Kati Morrell, Hailee Flatow, Ainsley Gleason, Ctfa.

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