About Stavis Margolis Financial Services Financial Data Center On-line Account Access

Laura A. Mahoney, CFP® – Advisor

Laura Mahoney joined Stavis Margolis Advisory Services, Inc. in 2007. Laura began her career in financial planning as a financial intern at Merrill Lynch in 2003. In 2004, she began working full-time in financial planning at AmSouth Investment Management Company, now Regions Financial Corporation. In her role at AmSouth, Laura structured fee-based financial plans with a Financial Planner, forecasted possible outcomes of clients' financial positions, and assisted in making final recommendations to clients.

Laura completed the Certified Financial Planner™ education, examination, and experience requirements on November 6, 2007.

Laura graduated magna cum laude from The University of Alabama's Culverhouse college of Commerce and Business Administration in May 2004. She graduated with a Bachelor of Science in Commerce and business Administration with a major in Finance, a concentration in Investment Management, and a minor in Economics.

Laura's participation in various community activities such as Junior Achievement, United Way, and Roy Adams Estate Planning Teleconference not only satisfies her strong belief in social commitment, but also provides business related learning opportunities.
 

CFP® certified Financial Services Advisor Associate
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