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Laura Maxwell

Wealth Advisor Associate

“Being part of a team that puts the clients first is very important to me. I feel right at home at Truepoint where we do just that. I love the passion and professionalism of everyone here as well as the care and respect we all show for each other.”

Laura’s Story

As a wealth advisor associate, Laura is part of our wealth advisor team. Her focus is on client communication, meeting management, account paperwork, client requests and other client support projects. In this role, Laura is passionate about delivering an exceptional client experience.

Outside of work, Laura loves to spend time with her family, especially her grandchildren! She and her husband, Andy, spend as much time as possible outdoors either walking their three dogs, hiking, or gardening. Together, they also enjoy cooking, entertaining, and spending time with friends. 


Specialties: client relationships, client service, financial transactions, retirement plans

Education

The Pennsylvania State University, BS, French and Business

Community Involvement (2)

  • Volunteer: Matthew 25 Ministries
  • Donor: Hoxworth Blood Center

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