“What I enjoy about working with clients is the opportunity to assist them in streamlining their financial responsibilities, questions and concerns with confidence”.
Laura Mock is a Client Service Manager/Office Manager for Carnegie Investment Counsel in the firm’s Ft. Myers office. Along with her duties as office manager, Laura assists clients with custodian paperwork, schedules meetings and gathers end of year cost basis and 1099’s.
Laura’s previous experience as Executive assistant and office management allows her to be more than capable of answering any questions asked by the client. Laura holds the designation of Financial Paraplanner Qualified Professional from the College for Financial Planning. She also has an Associates of Arts degree in early childhood education from Orange Coast College.
Outside of work Laura enjoys boating, going to the gym and reading. She and her husband Gary have been married for over 35 years.
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