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portrait of Laurie Carpenter
FINANCIAL ADVISOR

Laurie Carpenter

CFP®, CRPC™
4502 Riverstone Blvd Ste 904, Missouri City, TX 77459opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Laurie

I grew up as an Army brat and had the privilege of living in Massachusetts, Texas, Germany and Maryland. As an adult, I found myself back in Texas. I ended up moving to Midland before relocating to the Houston area because my fiancée works in the oil and gas industry. I fell in love with Texas and enjoy the Southern hospitality, the great food and warmer winters.

Growing up in Germany, I had the pleasure of learning to snowboard. I love traveling each year somewhere fun to snowboard. So far, my favorite places have been Vermont, Utah and Colorado, and I'm...

Focus Areas

  • College Savings
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • New Investors
  • Business Retirement Plans

Work History

  • Edward JonesJuly 2023 to Current
  • Merrill Lynch, Pierce, FennerJune 2021 to July 2023

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Grand Canyon UniversityMaster of Business Admin

Personal Interests

  • Pets
  • Snowboarding
  • Reading
  • Active Lifestyle
  • Animal Rescue

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(281) 494-3737

Fax

(888) 849-8932

Office Address

4502 Riverstone Blvd Ste 904
Missouri City, TX 77459opens in a new window

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