About Laura

Laura Aeschliman is a Vice President and Business Management Specialist at J.P. Morgan Wealth Management.

Laura oversees operations for The HDYG Team, leading the smooth delivery of services and fostering a highquality experience for the team's clientele. Her areas of focus include system design, process enhancement, work-flow allocation, business planning, reporting and operational support for the team's Advisors. She strives to make clients' lives easier, facilitating consistent routines grounded in diligence and attentiveness. Laura also enhances the client experience by managing daily functions and requests, allowing the team's Advisors to focus on client interaction.

An effective trouble-shooter, Laura is particularly skilled in addressing client inquiries that require deeper analysis or creative thinking. She enjoys working with the Client Associate team, supporting their knowledge of the firm's systems and encouraging their professional development. Colleagues and clients alike point to Laura's integrity and trustworthiness—qualities that cement her long-term relationships.

Laura has more than 25 years of financial services experience. Prior to moving to J.P. Morgan Wealth Management with her team in 2023, she spent seven years with First Republic Private Wealth Management, where she was a Business Practice Manager. Earlier, Laura spent ten years supporting a number of advisors, including seven years at Stifel Nicolaus, where she was a Client Service Associate. Laura began her career in 1997 as a Performance Analyst with Fifth Third Bank before transitioning to Fifth Third Securities in 2003.

A graduate of the University of Texas, Laura earned her M.A. in German Languages. She also holds a B.A. in German and Psychology from Texas Lutheran University. She has attained the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc.

After living all over the world as an army brat, Laura is proud to call the Pacific Northwest home, where she lives with her husband, Scott, and daughter, Alexandra.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Insights

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