LAURA PEDRONCELLI WAS NAMED TO THE 2024 EDITION OF THE FORBES LIST OF BEST-IN-STATE TOP WOMEN WEALTH ADVISORS
My specialty lies in guiding clients through the transition from employment to retirement. This journey involves shifting from decades of saving to confidently utilizing those hard-earned funds as a source of income. I firmly believe that educating our clients about this significant shift is paramount to fostering lasting relationships and retaining them as loyal, long-term partners.
Since joining Addison Avenue Investment Services in 2007, I’ve focused on creating a knowledgeable and supportive team. Working alongside talented individuals like my Financial Assistant II Michaela Barker and fellow Financial Advisor Drake Medeiros, our team is dedicated to catering to the personal investment needs of our clients, credit union members, and their families and friends.
I don’t just see myself as a Financial Advisor; I see myself as a teacher. In today’s age of information overload, I understand the importance of simplifying complex financial concepts for our clients. As an advisor operating under a fiduciary standard, my team and I prioritize our clients’ needs above all else, ensuring they understand every available option without drowning them in industry jargon.
Beyond the office, I find joy in walking, hiking, traveling, and reading. As recent empty nesters, my husband and I relish exploring all that Sonoma County has to offer.
Reach out to me, and let’s discuss your financial goals. I’m eager to meet you and embark on this journey together with our team.
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info.