Laura B. Wolfrom

Growing up in West Chester, Pennsylvania, my small-town upbringing shapes how I view community and connection, values that continue guiding our practice. My path to financial services began helping my father, an Equitable Advisor for 47 years. I earned my B.A. in English from Davidson College in 1999.

After graduating from Davidson College, I worked in Business to Business Outside Sales, and Human Resources, at corporate headquarters, banking, and a boutique recruiting firm, partnering with entrepreneurs and small, medium, and large businesses. I helped improve lives by recruiting and hiring professionals nationwide for greater career opportunities and higher compensation and learned strategic financial decision making. I worked with my father for five and half years as his Gold Mentee, partnering together to maintain and grow our joint practice in Hendersonville, NC.

I am continuing my education at the American College of Financial Services to complete my Certified Financial Planner (CFP) designation. I earned Holistic Financial Coach designation from Columbia University in 2022. Also, I am currently completing my Certified Divorce Financial Analyst (CDFA) designation at the Institute for Divorce Financial Analysts.

As a divorced widow raising children, I understand financial vulnerability. I know what it means when you are suddenly responsible for every decision, when there is no safety net, when protecting your family is paramount. We focus on building wealth, preserving assets, and tax strategies, so you have resources available when life demands them.

I am an Investment Advisor Representative, Registered Advisor, Series 7 and 66, Life Insurance, Long-Term Care Insurance, and Variable Annuity credentialed. My practice is meeting with clients, providing financial advice, managing accounts, and tax-efficient distribution strategies. I am here to help you determine the right investments and insurance for your specific situation.

I chose this career because I understand how important it is to protect the people you love. I have lived through loss. I am here to help you achieve your financial goals.