Laura

D: 269.337.5523

T: 269.349.7744

F: 269.385.2858

TF: 800.842.0099

125 S Kalamazoo Mall Ste 201 Kalamazoo, MI 49007-4869

Laura Bean,

AAMSTM Investment Portfolio Specialist

With over 20 years of experience within the Securities Industry, Laura has established a strong legacy of providing a quality level of customer service to our clients. Before joint Raymond James in 2005, Laura was a registered sales associate with Wachovia Securities and had worked on the Equity/Mutual Fund Trading Desk with National City Financial. Laura was the Branch Operations Manager at the Battle Creek office for 14 years before joining our team in downtown Kalamazoo.

Laura is our client service manager and is a crucial part of our day-to-day operations and is proud to be a part of our team. She is a registered representative with Raymond James, holding Series 7, 63, 65 and 9and 10 licenses. Laura earned her Accredited Asset Management Specialist Designation, AAMS®, in June of 2020 through the College for Financial Planning®.

Laura is a lifelong resident of Kalamazoo, where she lives with her husband, Tom. Laura enjoys spending time with her family and friends, golfing and working outside in the garden.

 

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