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Sr. Registered Sales Associate

laura.plocharczyk@raymondjames.com

 

Laura began her career in finance with The Mahoney Group of Merrill Lynch in 1999 and joined the team when they moved to Raymond James in 2015. She earned her bachelor’s degree in Business Economics from the State University of New York at Oneonta (Go Red Dragons!). As a registered client associate, Laura provides fundamental support in all phases of client service, client relationship building, and account maintenance. Laura resides in Orange County, New York with her boyfriend John and their two dogs, Dublin, a Labradoodle, and Peanut, a Pit Bull rescue. They enjoy hiking and traveling. In her free time, Laura designs and creates one of kind pieces of jewelry.


WHY WORK WITH A CIMA®

 
Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

But what does this designation mean for you? It means that when you work with an investment consultant who has taken the time to become CIMA® certified, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and, perhaps most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.