Laura Clark-Brown is an Investment Advisor Representative with Continuum Advisory, LLC, an Independent Registered Investment Advisor. Securities are offered through Triad Advisors Member FINRA/SIPC. She holds the following licenses: Series 6, 7, 63, 65, Life and Health.
Areas of experience are: Charitable planning, wealth management, retirement planning, fee-based asset management, mutual funds, IRA distributions, insurance & annuities, and 401 (k)/PSP/IRAs.
Laura’s value proposition is to assist you in clarifying your financial goals, recommending appropriate strategies to help you attain your desired financial objectives, and stick with a solid investment philosophy. She helps to ensure that all of the critical areas of your financial picture are properly coordinated and working correctly.
Laura is a financial educator and has been asked to speak at several national financial planning conventions, GM UAW Local 594, as well as several Oakland County schools and corporations.
Laura is an active member with the Clarkston Chamber of Commerce, on the Board of Trustees with the McLaren Oakland Foundation, as well as McLaren Oakland Hospital.
Laura is a member of the Advisors in Philanthropy Association (AIP). The International Association of Advisors in Philanthropy, Inc. is a forum of professional advisors who are dedicated and inspired to teach and empower clients to effectively direct their philanthropic resources consistent with their deepest values. She is also a member of the Planned Giving Round Table of SE Michigan.
Laura was voted Excelsior Producer of the year 2004, 2005, 2006, 2008, 2009, 2010, and 2011. She was a Qualifying Member of the Million Dollar Round Table for two years, voted Financial Planning Office of the Year awarded the Leadership Award, along with the Award of Excellence in Financial Planning. She was also appointed to the Advisory Council for one of the top-rated insurance companies in the country.
Laura built Successful Equity Management Inc. through meticulous work ethic and by focusing on an investment ideology suitable for retirees and investors concerned about the preservation of their wealth. Her clients take great comfort in her knowledge, 20+ years of experience, commitment to meeting clients’ needs, attention to detail and a service oriented approach.