Laura Scobee has over 35 years of experience working with retirement plan sponsors and individual investors. Laura has provided services to retirement plans throughout her career, including a period when she was the CEO of a large, third-party retirement plan administration firm in St. Louis that provided services to hundreds of plans and thousands of participants. Her passion has always been working directly with plan sponsors and their participants as their investment adviser. Her practice continues to grow as many of those business owners and participants have become personal wealth management clients. She coordinates her efforts with her clients’ accountants and attorneys to help them achieve a financially secure retirement through personalized financial plans based upon their unique situation and goals.
Scobee earned her BS from The University of Notre Dame and an MBA from Washington University in St. Louis. In addition, she is a Certified Financial Planner (CFP ®), Certified Pension Consultant (CPC) and Certified Plan Fiduciary Advisor (CPFA). She holds her Series 7 & 63 securities licenses as well as life and health insurance licenses. She is a member of the American Society of Pension Professionals and Actuaries (ASPPA), the National Association of Plan Advisors (NAPA) and the Financial Planning Association (FPA).
Scobee resides in St. Louis with her husband, David. She is active with several charities and enjoys travel, tennis, Cardinals baseball and all things Fighting Irish.
To view Laura T. Scobee’s FINRA BrokerCheck, click here.