Laura is a relationship manager at West Financial Services. Her focus is helping clients, especially families, business owners and women in transition, organize, build, transfer, and protect their wealth. Previously, she was a financial advisor at a well-known nationwide brokerage firm. With her broad background and purpose-driven approach to wealth management, she is passionate about helping her clients maximize their assets and financial well-being.
Laura is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her BA and MBA degrees from George Washington University. She has a Certificate in Organizational Development from Georgetown University. Laura was recognized by Five Star Professional as a Five Star Wealth Manager* (2024).
Laura is originally from Bucks County, Pennsylvania, and currently resides in Bethesda, Maryland. As a mother of three adult children and with aging parents, she knows first-hand how to balance competing financial priorities. Laura volunteers at the Jewish Council of Aging Career Gateway program. In her free time, she plays pickleball and recently took up golf.
Professional Affiliations/Memberships
Member of the Financial Planning Association, Estate Planning Council of Montgomery County, Business Women’s Giving Circle at the Community Foundation for Northern Virginia, and ProVisors, for which she is the group leader of the DC metro Women’s Affinity Group.
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News From Laura Nash, CFP®
*Five Star Professional: Five Star Wealth Managers This award was issued on 10/16/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3408 Washington D.C.-area wealth managers were considered for the award; 172 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,627, 160, 6%, 10/17/23, 1/9/23 - 7/31/23; 2022: 2597, 159, 6%, 10/17/22, 1/10/22 - 8/26/22; 2021: 2091, 129, 6%, 10/17/21, 1/4/21 - 7/23/21; 2020: 2535, 115, 5%, 9/1/20, 1/27/20 - 8/21/20; 2019: 1956, 122, 6%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1975, 100, 5%, 10/1/18, 2/1/18 - 8/24/18; 2017: 1417, 106, 13%, 10/1/17, 2/8/17 - 8/22/17; 2016: 1665, 208, 12%, 8/1/16, 3/2/16 - 8/30/16; 2015: 1837, 227, 12%, 9/1/15, 2/14/15 - 8/10/15; 2012: 449, 97, 22%, 10/4/11, 2/14/11 - 8/10/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.