Laura Berra began her career as an independent Financial Advisor with Wheat First Butcher Singer Inc. and has 25 years of experience in the financial services industry. Laura and Geoff Griffin, Managing Director – Investments, became a business team in early 2006. We added to our team in 2019 when Willie Griffin joined us as a Financial Advisor.
Though the Berra-Griffin Wealth Management Group shares a common discipline, Laura appreciates the opportunity to work as part of a team of individuals with diverse views and backgrounds. This allows them to take a more holistic and balanced approach when it comes to serving the needs of their clients and navigating the ever-changing markets and economy. Each of her clients has a written plan, which allows the team to have a better understanding of how all the pieces fit together. As a result, they can provide effective resources and advice when life brings change, risk, or opportunity.
Laura earned a Bachelor of Science in Health Sciences from the University of Arizona. She holds a CERTIFIED FINANCIAL PLANNER™ professional designation from the College of Financial Planning, as well as Series 7, 63, and 65 securities registrations and Life, Health, and Long-Term Care insurance licenses. She was named to Forbes 2021 list of America’s Top Women Wealth Advisors, Forbes 2021 Best in State Wealth Advisors, and Shook Research’s Top Wealth Advisor Moms in 2020.*
Laura was born and raised in a family of six children in Tucson, AZ. After graduating from the University of Arizona, she moved to Raleigh where she met her husband, Brett (a Virginia Tech Hokie). They have been blessed with two children, Elena and Brady. Laura and Brett enjoy fitness and being outdoors, as well as traveling to see their families in AZ and PA, to catch a VT game in Blacksburg, or to explore new places.
Laura believes that to be a true member of a community, you need to be involved and give back. She volunteers and supports organizations such as NCFC Youth, Rise Against Hunger, Young Life, Midtown Kiwanis and Gigi’s Playhouse. Laura is a long-time supporter and fundraiser for the Leukemia & Lymphoma Society (her niece, Amber, is a leukemia survivor).
*The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.