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.