Laura Southeard

Senior Client Services AssociateFINRA Series 6, 7, Insurance

Laura Southeard joined the Kelley & Mullis Wealth Management team in 2011 with a background in business logistics. She has extensive experience with data management and presentation software. Laura serves as the distribution specialist and is happy to assist you with any financial transactions you may need.

As a Senior Client Services Associate, Laura prides herself in providing outstanding customer service. Such services include clear communication with clients to complete new accounts, asset transfers, distribution/contribution requests, inquiries or questions, and technology support. She strives to maintain a streamlined and efficient daily workflow throughout the office. This is achieved by her continuous drive to educate herself, other team members, and clients of new and upcoming technology within the firm.

Throughout her career, Laura has received the following awards for her outstanding performance:

  • Securities America - 2014-2016 Sales Assistant Advisory Board Member
  • Securities America - 2014 Assistant of the Year
  • Birmingham Business Journal - 2017 ‘Rising Star’ in the Money Category

Laura received her Bachelor of Science in Business Management with a professional option in Supply Chain Management from Auburn University. Laura and her husband, Zach are busy being parents to their son, Carter. Carter plays a variety of sports and continues to grow his talents by learning to play the Ukulele. Laura has developed a green thumb and finds tranquility in caring for all indoor and outdoor plants. In the spring, she takes pride in her small vegetable garden that provides fresh produce for friends, family, and neighbors. As a family, Zach, Laura, and Carter take every chance available to spend time together. They enjoy camping, fishing, and playing golf.

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2008 Stonegate Trail, Ste. 112
Vestavia Hills, AL 35242

Phone: (205) 733-8006

Fax: (205) 733-8870

Toll Free: (844) 715-6418


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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kelley & Mullis Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Kelley & Mullis Wealth Management, Inc. does not provide legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).