Cynthia Laub
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Wichita, KS 67226
Credentials
Series 63, Series 65
Industry experience
32 years
Cynthia Laub is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1993, beginning her career immediately after graduating with a degree in Business Administration, emphasizing Economics and Marketing, from Phillips University. Her professional focus is on wealth management consulting, particularly in designing portfolios for high-net-worth clients and assisting families with retirement planning challenges. This includes healthcare planning, estate planning services, education, and asset allocation.
Cynthia has earned several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She works closely with both retirement plan sponsors and participants, aiming to support clients not only to retirement but through retirement. Her expertise encompasses divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, and retirement income.
Her career achievements include multiple recognitions by Forbes, such as being named to the "Best-In-State Wealth Advisors" list for seven consecutive years and to the "America's Top Women Wealth Advisors Best-In-State" list for four consecutive years. Additionally, she was included in the Working Mother/SHOOK Research Top Wealth Advisor Moms list in 2021. Outside of her professional work, Cynthia enjoys basketball, boating, cooking, gardening, golfing, interior decorating, music, singing, spending time with her family, and watching movies.
Bank Of America,Na
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
1993 - Present (33 years)
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