Laura Lightbourn, CFP
Bedford,TX
Summary
Qualified Financial Planner with proven track record in financial planning and client relationship management. Successfully developed comprehensive financial plans and advised clients on investment strategies, ensuring alignment with their financial goals. Demonstrated strong analytical skills and effective communication in high-stakes environments. Known for fostering collaborative team environments to achieve optimal outcomes.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Associate Financial Planner
Charles Schwab & Co.
06.2024 - Current
- Conducted in-depth planning sessions with clients to align objectives and expectations.
- Advised branch and SWA partners on financial planning methodologies, concentrating on Money Guide Pro and optimizing the planning workflow.
- Applied advanced financial planning principles and techniques to enhance client financial strategies.
- Cultivated clear and effective communication with partners to enhance collaboration and relationship management.
- Conducted instructional workshops to enhance financial consultants' and wealth advisors' proficiency in Money Guide Pro.
Manager, Branch Relationship Team
Charles Schwab & Co.
12.2023 - 06.2024
- Provide direct support for 3 FC’s and their clients for service-related items and research requests.
- Utilization of Docusign and prefill applications to assist with client needs.
- Collaborate with multiple internal business partners to find the best resolution for clients.
- Contribute to the success of peers by sharing best practices and building consistency throughout the team.
Sr. Specialist, Partner Support
Charles Schwab & Co.
10.2022 - 12.2023
- Assist the Schwab Branch Network with resolving clients’ requests during TDA transition year with record high case and call volumes.
- Collaborate with multiple internal business partners to find the best resolution for clients.
- Mentor New Hires to ensure minimal impact to client experience while onboarding.
Specialist, CS&S Broker
Charles Schwab & Co.
04.2021 - 10.2022
- Contribute outstanding performance with Career Progression for Q3 2021, Q4 2021, Q1 2022 and Q2 2022.
- Create supportive and interactive team atmosphere during completely virtual period.
- Deliver EDGE model based for clients and business partners for an outstanding result: OSAT Q4 2021 100% with 31 surveys and Q1 2022 OSAT 92% with 21 surveys. 2022 March Schwab Gem top box award for 100% OSAT with x surveys.
Owner & Manager
SwimPro, LLC
01.2016 - 01.2020
- Created owned, and managed successful swim instruction business, including web development, scheduling, billing, and customer relations.
- Increased profits 300% in five years. 95% customer satisfaction and excellent retention rate.
Supervisor, Education Programs
Wells Fargo & Co.
01.1999 - 01.2005
- Produced, organized, and delivered technical and traditional training for over 6,000 representatives.
- Coordinated continuing education programs (NASBA, CFP, IRS) Managed communications with outside vendors.
Education
B.A. - Economics
State University of New York; College At Oswego
01-1991
Skills
- Emotional Intelligence
- Organized
- Tenacious
- Compassionate
Certification
- FINRA SERIES 7 63 & 66
- CFP
Timeline
Associate Financial Planner
Charles Schwab & Co.
06.2024 - Current
Manager, Branch Relationship Team
Charles Schwab & Co.
12.2023 - 06.2024
Sr. Specialist, Partner Support
Charles Schwab & Co.
10.2022 - 12.2023
Specialist, CS&S Broker
Charles Schwab & Co.
04.2021 - 10.2022
Owner & Manager
SwimPro, LLC
01.2016 - 01.2020
Supervisor, Education Programs
Wells Fargo & Co.
01.1999 - 01.2005
B.A. - Economics
State University of New York; College At Oswego