Skip to main content

Laura G. Andersen, CFA

"The most rewarding thing about working in this line of business is knowing you can help people and really make a difference in their lives. I wish more people knew that by investing and having a prudent financial plan in place, you can really set yourself up for success down the line. It’s never too late to start."

About Laura

Before completing her studies in finance and Spanish at Southern Methodist University, Laura had already embarked on her career journey as an intern at J.P. Morgan Securities. Subsequently, she served as a trader and analyst for Peregrine Investments and, later, Perot Investments. In 2023, Laura transitioned to Woodley Farra Manion Portfolio Management, where she assumed the role of equity research analyst.

Education


BBA in Finance from Southern Methodist University BA in Spanish from Southern Methodist University Chartered Financial Analyst

Interests


Family Food Travel

Every journey begins with the first step. We’re ready to join yours.