Laura Rowley, CFP®, CTFA
Vice President & Relationship Manager
Laura is a Vice President and Relationship Manager serving the needs of Kanaly client families. In her position, she manages the long-term personal financial needs of clients and their families. This work entails developing a deep understanding of clients’ specific financial situations. She works with her team to identify clients’ needs, make personal financial recommendations, and assist clients in implementing those recommendations.
Laura joined Kanaly in 2005 and has over twenty-two years of financial advisory experience. Laura learned a great deal in her early career as a stockbroker. Witnessing the dot com boom and bust, and how it affected her clients’ lives in so many ways, made a profound impact on her. She found herself more interested in the big picture and resolved to help clients make smart, prudent decisions on all matters that impacted their finances. She earned her Certified Financial Planner™ (CFP®) in 2002 while working with private clients at JPMorgan Chase. At Kanaly, Laura continues to build her knowledge around the many complexities that come with building, maintaining and passing wealth to future generations.
Laura served on the board of the Financial Planning Association (FPA) of Houston for five years. She is also a member of the American Bankers Association and the Institute for Certified Bankers. As an active member of the community, she is a court-appointed guardian ad litem through the Child Advocates Organization
Laura loves to spend quality time with her husband and two young daughters. She can usually be found in her backyard in the Houston Heights working her family’s vegetable garden.
Laura is a Certified Financial Planner™ and Certified Trust and Financial Advisor (CTFA). She holds a Cannon Wealth Management Certificate and is a graduate of the American Bankers Association National Trust School. Laura graduated with a BBA in International Business from Sam Houston State University.