PROFESSIONAL PROFILE

Laura Derderian, First Vice President
Wealth Management Advisor





Better Behavior leads to Better Results!
Real life returns are more connected to investor behavior than investment performance. A financial plan can bolster your logic when your emotions want to take over. Individuals with a financial plan are more optimistic about their financial future than those without a plan.


With over 20 years of experience, Laura is dedicated to providing clients with an individually tailored approach to financial and investment strategies.

Together, we will create a flexible strategy that:

-Listens to you to analyze your needs and goals.
-Evaluates your overall financial situation.
-Establishes time frames and investment risk tolerance.
-Allocates your resources based on objectives.
-Creates a strategy and consistently reviews progress towards your goals.

In 2010 Laura was named to Merill Lynch's "President's Club."
CERTIFIED FINANCIAL PLANNER™ certificants are individuals who have met CFP Board’s education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board’s biennial certification requirements, including continuing education. CHARTERED RETIREMENT PLANNING COUNSELOR^SM, offered by the College for Financial Planning, focuses primarily on how to help plan for the pre- and post-retirement needs of clients.


CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. Member of the Financial Planning Association of Massachusetts™. Member of the Norfolk and Plymouth Business Planning Council™.


Laura resides in Westwood with her husband, Steve and their two children, Aaron and Ani.