April 23, 2014 - Cleveland, Ohio - Aurum Wealth Management Group is pleased to announce the addition of Laura Springer as a client manager in the firm’s private wealth management practice.
Springer will work closely with the firm’s clients during the financial planning process and help monitor their ongoing financial goals.
“Laura has extensive experience in helping clients manage their complete financial picture as well as leading innovative financial systems development projects,” said Eric Wulff, partner with Aurum. “She will be a valuable asset to our team because of her commitment to establishing highly personalized, trusted relationships with each client through integrity, reliability, and focus.”
Springer has nearly 15 years of experience in the financial services industry, including many years on Wall Street with Morgan Stanley and Merrill Lynch’s wealth management and corporate headquarters teams. She is a Chartered Retirement Planning Counselor (CRPC®), a designation earned from the College of Financial Planning.
About Aurum Wealth Management
Aurum Wealth Management Group is an independent Registered Investment Advisor providing private wealth management services as well as corporate retirement plan services via its Modern 401(k) program. In 2013, Aurum was a Weatherhead 100 Upstart winner and in 2012 was one of eight firms to be nationally recognized for excellence in investment management research and named to the Financial Advisor Magazine 2012 All-Star Research Team. www.aurumwealth.com