Laura Wiedeman

Advisor at Merrill

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Credentials

Series 66

Merrill logo

Firm

Merrill

Location

Worcester, MA 01608

About

Laura Wiedeman is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2016. She leads The Freeman Wiedeman Group, focusing on delivering comprehensive wealth management strategies that align with her clients' personal passions, goals, and concerns. Laura works with a diverse client base including high-net-worth individuals, engineers, educators, business owners, and a growing circle of women seeking tailored financial guidance. Her expertise covers areas such as college education planning, family wealth management, legacy planning, tax minimization, retirement income, and socially responsible investing.

Prior to joining Merrill Lynch, Laura gained experience as an Assistant Manager at Bank of America, which enhances her ability to integrate banking insights with investment management. She holds a Bachelor of Arts degree from Worcester State University and a high school diploma from Tahanto Regional Highschool. Laura maintains professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Outside of her professional role, Laura is actively involved in her community through volunteer work and board membership. She has served on the Board of Directors for Dress for Success in Worcester, participated on the Community Investment Committee of United Way, and volunteered for Big Brothers Big Sisters of Central Massachusetts. Laura enjoys spending time with her family, including her husband and two daughters, playing soccer, practicing yoga, and vacationing in Falmouth, Massachusetts.

Expertise

Wealth management Social Security optimization Retirement income strategy Charitable giving & philanthropy

Demographic focus

Women Professionals Mid-Career Professionals Parents

Work history

Bank of AMerica, N.A.

2016 - Present (10 years)

Merrill lynch, Pierce, Fenner & Smith Incorporated

2010 - Present (16 years)

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