Laura Chatham

Laura Chatham, AIF®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

105 Avery Ave

Morganton, NC 28655-3401

Laura.Chatham@truist.com

Phone 828-432-2558

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About me

Background

Laura has worked for Truist since 1996 and in the Investment business since 2000.  She has an AIF® Designation and valued relationships with her teammates.  Together they often use financial planning as a tool to help clients navigate through key decisions of life, including saving for the future, planning retirement, protecting assets, education funding and planning for business transitions. As a trusted advisor and “financial coach”, Laura values the confidence and financial peace clients experience after working with her. She feels a personal commitment to strive each day to deliver reliable service and value that exceeds expectations. 

Investment Adviser Representative, Truist Advisory Services, Inc., Truist Investment Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Western Piedmont Community College 1995 1996

Personal Interests

Laura met her husband, Michael, while working at the bank over 25 years ago. They have 2 teenage children, Grace and Ben, and they love spending time with them at the lake along their dogs, Skipper and Stella. In her spare time,  Laura enjoys photography, hiking and kayaking, learning about healthy living and would love to travel more as her kids get older.  Currently, she is a “marching band mom” as both of her children have been part of the Freedom High School Marching band where she serves as vice president for the band boosters. Laura is also an active member of her church where she has worked with the youth program for over 25 years and loves instilling family values to our future generations.   

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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