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Webb Investment Services is an independent, solution-oriented investment advisory firm that works with clients of diverse backgrounds to manage wealth and create long-term financial plans. Armed with years of experience, a comprehensive suite of financial tools and a dedication to exceptional customer service, we focus on your needs, your money and your vision of the future. Since 1995, we have provided Western North Carolina residents with personalized understanding and objectivity, fostering relationships based on trust and independence. Webb Investment Services offers you the trusted advice you need to put economic conditions in perspective as you consider long-term investment strategies. A Tradition of Service Laura Webb Through Webb Insurance and its subsidiary Webb Investment Services, the Webb name has signified trusted service for thousands of Western North Carolina families for over eighty years. This tradition is embodied by Laura Webb CFP®, president and founder of Webb Investment Services. With twenty-eight years of experience in the financial service sector and decades of public service, Laura continues to demonstrate her commitment to the community and those who live here. A graduate of the University of North Carolina at Chapel Hill with a degree in Business Administration, Laura spent six years as a regional vice-president for Eagle Asset Management, a six billion dollar investment advisory firm. While in that position, she gained extensive experience working with individuals, corporations, trustees for pensions and profit-sharing plans, endowments and foundations. Laura also directed an asset management services department and worked as a financial consultant and municipal bond trader before starting Webb Investment Services in 1995. Member of Raymond James Executive Council since 2007 In addition to her years of experience, Laura brings to clients the important quality of independence. Her only obligation is to her clients and her recommendations are based solely on their best interests. Karen Clerici Karen M. Clerici, Financial Advisor, joined Webb Investment Services in 2008. Karen is a graduate of Virginia Tech where she received a B.S. in Finance. She also has a Masters in Business Administration from California State University, Northridge. Karen has been in the financial services industry for over 22 years and spent many years working at Transamerica where she gained thorough and in-depth knowledge of financial products and services. Karen lives in Asheville with her husband and son. Karen and Laura like to work as a team in many respects so that they can leverage each other's strengths and knowledge to bring a well-rounded and unbiased approach to investing and financial planning.
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