Cynthia Laub
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wichita, KS 67226
Credentials
Series 63, Series 65
Industry experience
32 years
Cynthia Laub is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1993, focusing on wealth management consulting. Throughout her career, Cynthia has developed extensive experience in designing portfolios for high-net-worth clients and assisting families with retirement planning, including healthcare planning, estate planning, education, and asset allocation. She also works closely with retirement plan sponsors and participants as a Retirement Benefits Consultant.
Cynthia holds the Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning Institutes Corp. and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors. She also holds the Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) designations. She earned a Bachelor's degree in Business Administration with an emphasis on Economics and Marketing from Phillips University.
Her client focus areas include divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, and retirement income. Outside of her professional work, Cynthia enjoys activities such as basketball, boating, cooking, gardening, golfing, interior decorating, music, singing, spending time with her family, and watching movies.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
2959 N Rock Rd
Wichita, KS 67226
Kansas · Texas
Bank Of America,Na
2009 - Present (17 years)
Merrill
1993 - Present (33 years)
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