This week’s 1911 Group Member Spotlight shines on Laura Lee. Laura is a proud graduate of Southern Methodist University, where she earned a BBA in Psychology in 2009 and later completed the university’s CERTIFIED FINANCIAL PLANNER™ Certificate Program. She began her wealth management career at RGT Wealth Advisors in 2014, which has since become part of Corient—one of the largest integrated Registered Investment Advisors in the country.

Laura serves successful individuals and families, guiding them through the complexities that accompany significant wealth. She specializes in helping clients navigate major life transitions—including career changes, retirement, loss of a spouse, and divorce—by developing personalized financial strategies that align with their broader investment goals.

Her expertise spans tax planning, estate and wealth transfer strategies, risk management, and philanthropic giving. Laura is particularly skilled in supporting clients through divorce, collaborating with clients and their attorneys to analyze the short- and long-term financial implications of settlement options and empowering clients to make informed decisions throughout the process.

She holds both the CERTIFIED FINANCIAL PLANNER® certification and the Certified Divorce Financial Analyst® designation, underscoring her commitment to delivering thoughtful, comprehensive financial guidance during life’s most pivotal moments.