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About

Through tailored and timely financial and investment advice, I help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.

Meet Our Team

Laura Smith

First Vice President - Investments
Phone: 858.456.7720
Email: laura.smith2@wellsfargoadvisors.com

Laura began her Financial Advisor career working with the late Bruce K. Osborne back in 2006. She has a strong work ethic and is passionate in providing the highest quality service to help clients achieve their financial goals. Whether it’s planning your retirement, funding a child’s education or building personal wealth, she works together with you to help formulate a plan designed to help you pursue your financial goals.

Laura is very active in the Copley-Price Family YMCA where she currently serves as the Board Chair.  In her spare time she enjoys spending time with her family and grandchildren and two dogs.  She enjoys gardening, wine tasting and golfing.

CA Insurance License #0F40096

Catherine Tate

Registered Client Associate
Phone: 858.456.7754
Email: catherine.tate@wellsfargoadvisors.com

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More

This information is intended for use only by residents of (AZ, CA, CO, DC, FL, GA, IL, KY, LA, MA, NC, NE, NJ, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products Are:

Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
©2019 Wells Fargo Advisors. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

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Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.
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