marchel

Author, Speaker, Entrepreneur

Driving the industry into the digital world and giving women greater opportunity to thrive in the new age of wealth management.

Author, Speaker, Entrepreneur

Driving the industry into the digital world and giving women greater opportunity to thrive in the new age of wealth management.

About Laurie

Laurie is a financial services industry veteran, published author, and keynote speaker who has spent over 30 years innovating and creating opportunities for women in wealth management.

She has a two-fold mission:

Part 1

Champion technology and practice management solutions to better support financial advisors

Part 2

Provide thought leadership and tangible opportunities for women in wealth management

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Professional Experience

During her career, Laurie has spent time with many different financial advisors and investment companies. She has served on the broker-dealer side with A.G. Edwards and Edward Jones and on the asset management side with Russell Investments, BNY Mellon/Dreyfus, and Invesco. Laurie’s career has always involved extensive travel, which has helped her readily embrace technology to work more efficiently. She has also seen firsthand how companies with equal representation better perform. Thus, Laurie’s two-fold mission was born, and she left corporate America so she would be free to create, innovate, and drive change across the industry. While advisors today are benefiting from some innovations in the technology space, there are still gaps that prevent them from serving clients in the most efficient, time sensitive way possible. Laurie has founded technology companies and partnered with others to push innovation across the industry.

Further, Laurie is an outspoken thought leader and champion for women in wealth management, having launched development programs and solutions and wrote a widely publicized book in addition to several articles that help women connect, grow, and support one another.

Featured In

Family enjoying a luxury vacation

Blended Family Finances

Learn about the financial and legal challenges parents in blended families face and how to address them.

robowholesaler

RoboWholesaler

Robowholesaler.com offers you a fast, easy way to review fund performance rankings and receive up-to-date fund fact sheets for top-performing funds that offer an at-a-glance summary of the fund information you want.

Speaking Events

Financially Ever After with Stacy Francis

Being a Stepmom Without Losing Your Money, Your Mind, and Your Marriage The Stepmoms’ Club Laurie Marchel is a business executive in the financial services industry and the author of […]

Event Details

Want Laurie to speak at your event?

Laurie has spoken on the topic of blended family finances and innovations in financial services at meetings and conferences across the country and may be available to speak at your event.

Wealth Management

Driving the industry into the digital world and giving women greater opportunity to thrive in the new age of wealth management.

RoboWholesaler

A fast, easy way to review fund performance rankings and receive up-to-date fund fact sheets for top-performing funds that offer an at-a-glance.

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