As the Chief Operating Officer at Widmann Financial Services, Laura Ruiz oversees all aspects of the firm, including operations and financial management, trading, compliance, and the supervision of employees to ensure firm productivity and client satisfaction.
Laura joined Widmann Financial Services in 1996 and became an equity partner in 2009. Over the course of her career, she has obtained the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning, as well as the FINRA Series 7, 24, and 66 securities licenses. She is also a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®.
Laura believes that her degree in accounting, aptitude for numbers, and strong analytical skills provide her with a solid foundation in financial services. She is deeply motivated by being part of a talented team that prides itself on service. Laura also enjoys working with many wonderful clients and sharing in helping them reach their financial goals.
Away from the office, Laura enjoys participating in volunteer Bible education work. She and her husband, David, reside in Annapolis and love to explore new places, traveling the world whenever they can.