Laurie Roberts bio headshot
Laurie Roberts Senior Registered Client Service Associate

Laurie applies her more than 28 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients.

Personable and detail-oriented, she strives to ensure clients receive timely and thorough responses to each of their requests, and is committed to providing a high level of client service while providing assistance to the financial advisors in planning and building investment portfolios. She holds the Series 7 and 63 securities licenses.

Laurie has lived in the Florida panhandle most of her life and is now an empty nester residing in Jay, Florida with her husband, Joel, and their six dogs (and numerous stray cats). She loves spending quality time with her family and friends.