PROFESSIONAL PROFILE
Laura H. Clark is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and a Certified Retirement Planning Counselor™, a designation awarded by the College of Financial Planning. Laura has worked in the financial services industry since 1994 and joined Merrill Lynch in 2001.
Through Merrill Lynch, Laura is able to provide a wide array of financial and investment services including strategic financial strategies, retirement planning, estate planning issues, college planning, liability planning and investment portfolio management. Using proprietary analysis, historical data, and Merrill Lynch's objective research, she focuses on the investment planning process to help meet client expectations and the client's long-term goals. Laura has a long-standing commitment to delivering a high standard of service.
Laura earned her degree in English and a minor in Economics at Hollins University. She completed her Certified Financial Planner™ studies at Queens College and her Certified Retirement Planning Counselor™ studies with the College for Financial Planning. Laura is Series 7, 66 and 63 registered, holds her Life and Health Insurance license, the Certified Retirement Planning Counselor™ designation and the Certified Financial Planner™ designation. Laura lives in Mount Pleasant, South Carolina, with her husband and two young children. They moved to Mount Pleasant from Charlotte, North Carolina, where they resided for 10 years. She has a long-standing commitment to doing what is best for her clients and delivering a high level of service.
Ansley R. Mellette is a Registered Client Associate and has more than 6 years of experience providing superior client service and industry knowledge to our clients. She handles all administrative aspects of the client relationship including questions or requests related to banking services, statements, online services, account contributions, tax reporting and much more.