Laura Sweeney - Adviser Investments

Laura Sweeney

Director of Client Services

Personalized service is an Adviser Investments hallmark, and Laura is in charge of the client experience at the firm. She manages our client service team so that both advisers and associates provide the exceptional care we are known for. Laura’s knowledge of service processes and her unique interpersonal skills help her to build collaborative teams who ensure our clients reach their financial goals. As part of the management team, Laura develops, designs and executes strategic initiatives in search of a workplace where employees and clients will thrive. She is also responsible for helping to safeguard client accounts against fraud. Laura joined Adviser Investments in 2006 as a client service associate working with senior portfolio executives. Prior to joining the firm, Laura worked at MFS for 18 years as the manager of fixed-income trading support and First Albany Capital as a junior research assistant focusing on the transportation and energy industries. Laura lives in Ashland with her husband and two labradoodles and enjoys spending time with her new granddaughter.

Truly Personalized Wealth Management

Tailored advice, every time.

Contact Us

85 Wells Avenue, Suite 109 Newton, MA, 02459

info@adviserinvestments.com 1.800.492.6868

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.