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Laura Daly regional manager of client services lincolnshire IL

Laura T. Daly

FPQP®

Regional Manager of Client Services

Overview

Laura Daly serves as a regional manager of client services in Lincolnshire, Illinois, where she leads client service teams and focuses on building lasting relationships with high-net-worth individuals and families. With more than 20 years of experience in the financial services industry, Laura works closely with clients to understand their goals, priorities, and evolving financial needs, helping provide a personalized client experience.

Throughout her career, which began in 2001 at Charles Schwab, Laura has held client service and leadership roles at national financial firms and independent registered investment advisory firms. Her commitment to service, relationship management, and team development has contributed to client service efforts while supporting the growth of the organizations she has served. She joined Savant in 2020 when Huber Financial Advisors joined the firm.

At Savant, Laura oversees the Savant Select team and supports multiple offices across the Chicagoland region. She is passionate about fostering strong client relationships and creating a service-oriented culture that supports clients throughout their financial journey.

Laura earned a bachelor’s degree in broadcast journalism with a minor in Spanish from Georgia State University in Atlanta. She also holds the Financial Paraplanner Qualified ProfessionalSM (FPQP®) designation.

When she’s not in the office, Laura enjoys cooking, reading, and traveling. She also loves spending time with her husband John, their two daughters, and two English Labradors.

Education

  • Georgia State University
    Bachelor of Science in Broadcast Journalism, minor in Spanish

Professional Designations

  • Financial Paraplanner Qualified Professional℠

Office Locations

Serving clients from our Lincolnshire office.

Lincolnshire

475 Half Day Road
Suite 210
Lincolnshire, IL 60069

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