Laura McAree, CFA®, CFP®SENIOR WEALTH MANAGER
Laura McAree has over 20 years of experience working as a financial advisor and investment manager. She began her career in financial services in 1987 as an analyst for Harvard Management Company in Boston. After managing fixed income for the Boeing Company in Seattle, Laura returned to the East Coast as a Fixed Income Trader for T. Rowe Price in Baltimore.
She began working with individuals, families and associations in the DC area as a financial advisor held under the fiduciary standard in 2007 with the aim of making a difference in her clients’ lives through holistic wealth management incorporating investment, tax, estate planning and risk management. Laura joined United Capital in 2019 as a Senior Wealth Manager where she develops and implements custom financial plans and investment strategies to help each client realize long term economic well-being.
Laura graduated from the Wharton School at the University of Pennsylvania with a concentration in Finance and is a Chartered Financial Analyst (CFA) and CFP® certificant. Laura lives with her family and two dogs in Potomac, MD where she is a member of Our Lady of Mercy Church. She and her husband have two grown daughters and one teenaged son. When she is not at the office, Laura enjoys hiking, traveling and beach time with her family and friends.