Laura F. Sonderman

Laura Sonderman, a CERTIFIED FINANCIAL PLANNERTM professional and experienced Financial Advisor with Morgan Stanley, and predecessor firms, since 1995, has built and expanded her business through dedicated service as a Financial Advisor to her clients. She has also held the role of Consulting Group Analyst for Smith Barney’s Consulting Group, delivering professionally managed investment strategies to institutional investors and private clients. As a skilled investment professional, she offers comprehensive wealth management services to private and institutional investors in the areas of financial planning, risk management, investment management, estate and tax planning strategies, and retirement planning. With 24 years of experience, she plans and implements wealth management strategies designed to help clients build, preserve and transfer wealth. Laura is Series 7 licensed as Registered Representative in General Securities, Series 63 licensed as Uniform Securities Agent, and Series 65 licensed as Uniform Investment Adviser by the North American Securities Administrators Association (NASAA). She is also Life, Accident and Health Insurance licensed in the state of Ohio. Laura has earned an A.A.S. degree in Accounting from York Technical Institute and a B.A.S. degree in Business Administration from Waldorf University. Laura is a member of the Estate Planning Council of Cleveland and volunteers in her free time as a board member for Orange Lions Athletic Booster Club, and a member of The Children’s Guild, a non-profit organization whose purpose is to promote child welfare. She lives in Orange Village with her husband Patrick and daughters, Adelaide and Ava. She works out of the Pepper Pike, Ohio office of Morgan Stanley.