Laura Pomeroy

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

Zeeland, MI

Credentials

Series 63, Series 66

Industry experience

20 years

About

Laura Pomeroy is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she was a Licensed Personal Banker at PNC Investments from 2005 to 2013.

Her professional experience spans over a decade in wealth planning and financial consulting, where she focuses on building and maintaining sound financial plans tailored to each client's unique financial journey. Laura emphasizes a collaborative approach and long-term support in her work with clients.

Outside of her professional role, Laura enjoys fitness activities, social events with friends, outdoor adventures, skiing, and swimming.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Wealth management

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and Workplace Advisors

2018 - Present (8 years)

FIDELITY

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Scott G

CFP®

Jenison, MI

Socrates Financial Planning

I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches. As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals. Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests. My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank! Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Educators, Teachers, and Academics University Employee

Jeffrey B

Series 66

Holland, MI

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning

Michael R

Series 63, Series 66

Holland, MI

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance

Mary Kay Z

CFP®, Series 63, Series 66

Grandville, MI

Edward Jones

General retirement planning Retirement income strategy Multi-generational wealth transfer General estate planning guidance

Ross D

CFP®, Series 63, Series 66

Holland, MI

Edward Jones

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner

Michael C

Series 66

Holland, MI

Edward Jones

Wealth management ESG / Sustainable investing Founder/Business Owner Hispanic/Latino/Latinx LGBTQIA
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