Laura Steckler
Laura Steckler, CFP®, CDFA®, CLTC Senior Vice President, Investments Managing Director, Investments

I believe in the power of having a financial blueprint for the future – and a trusted advisory team that can adjust it as life changes.

Laura Steckler

Driven by her passion for helping others, Laura uses her deep financial planning experience to help clients pursue their important life goals. Laura and her team pride themselves on offering an exceptionally high level of personalized service, building relationships for the long term.

Since 2006, she has had the privilege of leading the Steckler Wealth Management Group of Raymond James as managing director. Her efforts were recognized in 2020 by Forbes Best-in-State Wealth Advisors* and Forbes Top Women Wealth Advisors**, as well as in 2018 and 2019 by Working Mother Top Wealth Advisors.* For the past five years, she has also been a member of the Chairman’s Council***, the highest level of recognition at Raymond James. She has been a featured speaker at numerous conferences and panels, and has been quoted in several financial publications.

Growing up in a single-parent home in Brooklyn, Laura learned firsthand the effects of divorce on a family’s finances and the importance of a financial education. That hunger for knowledge propelled her to earn a bachelor’s degree from Brooklyn College and a master’s degree from New York University. She has also earned the Certified Financial Planner, Certified Divorce Financial Analyst and Certified in Long Term Care designations over the years. She applies all that she has learned for the benefit of clients, placing special emphasis on helping them successfully navigate life transitions, including divorce, widowhood and retirement.

Over the years, Laura has also developed a specialization in pension planning and analysis. She’s helped corporate as well as city, state, county and federal employees evaluate their options and assist in developing and executing a retirement strategy that is tailored to each person and their objectives. She is also skilled at creating and managing tax advantaged wealth accumulation strategies for professionals in the private sector.

Giving back to the community is a priority for Laura, who has supported a groundbreaking financial literacy initiative in Miami Dade County Public Schools as well as Funding the Future, a nonprofit with the ambitious mission of teaching financial literacy to every student in America. She has also worked with indigent seniors and has served a variety of women’s organizations. She is a staunch advocate for women in the financial services industry, having served on the prestigious Raymond James Women’s Advisory Council.

A married mother of two children, Gavin and Addison, she enjoys spending quality time with her family, traveling, training for marathons and dancing.

Certified Financial Planner Board of Standards Inc. owns the certification marks Certified Financial Planner and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*The Forbes ranking of Best-In-State Wealth Advisors and Working Mother Top Wealth Advisors, both developed by SHOOK research are based on an algorithm of qualitative criteria and quantitative data. Forbes advisors must have a minimum of 7 years of experience, with Worker Mother Advisors must have a minimum of 5 years of experience with at least one child living under the age of 21 living at home. Ranking algorithm is based on factors like service models and investing process, client retention, revenue trends, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. These rankings are not indicative of advisor's future performance, are 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 these awards/ratings. Raymond James is not affiliated with Forbes, Working Mother, or Shook Research, LLC. Out of 29,334 advisors nominated by their firms, 3,477 received the Forbes Best-In-State award. Working Mother received 30,691 Advisor nominations based on thresholds. Final list of the top 400 Advisors was then compiled based upon the quantitative criteria.

** The ranking of Forbes’ Top Women Wealth Advisors is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience and best practices. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes and structure.

*** Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.