Senior Vice President, Client Advisor
Current
Jan 2024 - Present
AeroLeads people directory · profile
Laura K. M. Email & Phone Number
Senior Vice President, Client Advisor at Spinnaker Trust
at
Spinnaker Trust
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Vice President, Client Advisor at Spinnaker Trust
Location
Portland, Maine Metropolitan Area, United States
Company size
Who is Laura K. M.? Overview
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Quick answer
Laura K. M. is listed as Senior Vice President, Client Advisor at Spinnaker Trust at Spinnaker Trust, a with 27 employees, based in Portland, Maine Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Laura K. M..
Laura K. M. previously worked as Senior Vice President, Client Advisor at Spinnaker Trust and Vice President, Client Advisor at Spinnaker Trust. Laura K. M. holds Bachelor'S Degree from Bentley University.
Company email context
Email format at Spinnaker Trust
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Spinnaker Trust
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Profile bio
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.
Current workplace
Laura K. M.'s current company
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Spinnaker Trust
6 roles
Laura K. M. work experience
A career timeline built from the work history available for this profile.
Vice President, Client Advisor
Current
Jan 2022 - Present
Portfolio Manager
Current
Jan 2019 - Present
Assistant Portfolio Manager
Jan 2017 - Jan 2019
Financial Advisor
Oct 2015 - Jan 2017
Marketing & Benefit Operations
Jun 2010 - Oct 2015
Team & coworkers
Colleagues at Spinnaker Trust
Other employees you can reach at spinnakertrust.com. View company contacts for 27 employees →
SW
Shannon Wilk
Colleague at Spinnaker TrustPortland, Maine Metropolitan Area, United States
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CD
Caitlin Dimillo
Colleague at Spinnaker TrustPortland, Maine Metropolitan Area, United States
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MP
Michele Pezzuti-Morse
Colleague at Spinnaker TrustPortland, Maine, United States
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KP
Karen Philbrick Hamblen
Colleague at Spinnaker TrustPortland, Maine, United States
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CR
Christopher Robinson
Colleague at Spinnaker TrustPortland, Maine, United States
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ZS
Zak Smolkin
Colleague at Spinnaker TrustLowell, Massachusetts, United States
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KM
Kati Morrell
Colleague at Spinnaker TrustWindham, Maine, United States
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AG
Ainsley Gleason, Ctfa
Colleague at Spinnaker TrustWells, Maine, United States
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HF
Hailee Flatow
Colleague at Spinnaker TrustPortland, Maine Metropolitan Area, United States
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DO
Drew Oestreicher
Colleague at Spinnaker TrustPortland, Maine, United States
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Shannon Wilk
Colleague at Spinnaker TrustPortland, Maine Metropolitan Area, United States
View →
CD
Caitlin Dimillo
Colleague at Spinnaker TrustPortland, Maine Metropolitan Area, United States
View →
MP
Michele Pezzuti-Morse
Colleague at Spinnaker TrustPortland, Maine, United States
View →
KP
Karen Philbrick Hamblen
Colleague at Spinnaker TrustPortland, Maine, United States
View →
CR
Christopher Robinson
Colleague at Spinnaker TrustPortland, Maine, United States
View →
ZS
Zak Smolkin
Colleague at Spinnaker TrustLowell, Massachusetts, United States
View →
KM
Kati Morrell
Colleague at Spinnaker TrustWindham, Maine, United States
View →
AG
Ainsley Gleason, Ctfa
Colleague at Spinnaker TrustWells, Maine, United States
View →
HF
Hailee Flatow
Colleague at Spinnaker TrustPortland, Maine Metropolitan Area, United States
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DO
Drew Oestreicher
Colleague at Spinnaker TrustPortland, Maine, United States
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2 education records
Laura K. M. education
Bachelor'S Degree
Master Of Business Administration - Mba, Business Administration And Management, General
FAQ
Frequently asked questions about Laura K. M.
Quick answers generated from the profile data available on this page.
What company does Laura K. M. work for?
Laura K. M. works for Spinnaker Trust.
What is Laura K. M.'s role at Spinnaker Trust?
Laura K. M. is listed as Senior Vice President, Client Advisor at Spinnaker Trust at Spinnaker Trust.
Where is Laura K. M. based?
Laura K. M. is based in Portland, Maine Metropolitan Area, United States while working with Spinnaker Trust.
What companies has Laura K. M. worked for?
Laura K. M. has worked for Spinnaker Trust, Merrill Lynch, and Unum.
Who are Laura K. M.'s colleagues at Spinnaker Trust?
Laura K. M.'s colleagues at Spinnaker Trust include Shannon Wilk, Caitlin Dimillo, Michele Pezzuti-Morse, Karen Philbrick Hamblen, and Christopher Robinson.
How can I contact Laura K. M.?
You can use AeroLeads to view verified contact signals for Laura K. M. at Spinnaker Trust, including work email, phone, and LinkedIn data when available.
What schools did Laura K. M. attend?
Laura K. M. holds Bachelor'S Degree from Bentley University.
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