Laura Wood

Laura Wood, ChFC®

Associate Vice President – Investment Officer
Fundamental Choice® Portfolio Manager

Laura began her career in the securities industry in 2016. She enjoys learning new things about the industry and is always striving to help her clients reach their financial goals. Laura obtained the Chartered Financial Consultant® designation in 2023 and loves to help educate her clients to help them make informed decisions when it comes to their entire financial picture. Laura recently earned the Fundamental Choice® Portfolio Manager designation that allows her to construct customized portfolios according to the needs of her clients. Laura serves as the Co-Chairperson for Bartlesville Ladies’ Connection, and she also serves on the board of the Bartlesville Library Trust Authority.

Laura serves her clients in a variety of ways and strives to provide exceptional service. Laura utilizes a holistic planning approach with her clients designed to ensure that all pieces of the financial picture work together for the best interest of the client. Reviewing existing annuity contracts and life insurance policies, along with pulling new quotes as needed, are only some of her specialties. She can also provide access to lending services through Wells Fargo affiliates. CA Insurance License #: 4188590. Resident State: OK.

Laura is a native of Broken Arrow but is a true Bartian at heart. In her free time, she enjoys singing, spending time with her friends and family, traveling, and spending time with her three Frenchies – Tito, Ketel, and Skyy. Laura and her husband Carl, have two adult children: Kiara and Collin and one brand new grand baby, Calvin.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50.000.

CA Insurance License Number: 4188590. Resident State OK