• Laurel Tibbetts

    Investment Services Representative, New England Wealth Advisors

    Executive Assistant, RJFS

In March 2014, Laurel commemorated 20 years working as Don's Executive Assistant. She also serves as an Investment Services Representative for our Individuals & Families. Some of her roles and responsibilities include:

  • Actively managing key client relationships.
  • Coordinating scheduling and responding to Don’s calls when he’s away.
  • Handling client’s administrative requests, questions, and concerns.
  • Completing complex or non-standard transactions and paperwork.
  • Managing office technology, including coordinating maintenance, keeping systems up to date and compliant, and assisting clients with their online accounts.

Qualifications: Laurel holds the Series 24 Registered Principal license, the Series 7 General Securities Representative license and the NASAA Series 63 Uniform Securities Agent State Law Examination and is a Notary Public.

Q: What do you enjoy most about your work?

A: I most enjoy working with our clients, helping them out with things that make their lives easier, and keeping them happy. I enjoy developing genuine relationships that make them feel like family and friends and having them know that I truly care about them.

Q:  What’s life like outside of the office?

A: I enjoy living a quiet life in the country with my husband and my Lab, Trucker.

… And now for Don’s perspective on Laurel!

Q:  Don, what do you think sets Laurel apart?

A: Solving complex problems. She has the keen ability of a detective to ferret out answers to very challenging questions. She also has the hard-earned expertise, combined with the inherent curiosity and tenacity, to bring difficult tasks or complicated transactions to completion.