Laura Prieto is a valued member of the WealthPlan Partners team, serving as Receptionist while supporting Special Operations, Bookkeeping, Client Service Operations, and Advisor Support. Based in the WealthPlan Partners Bayonne, New Jersey office, Laura plays an integral role in delivering a seamless experience for both clients and team members.
As one of the first points of contact for clients, Laura is dedicated to creating a welcoming and professional environment while building lasting client relationships through personalized service. Her attention to detail, strong organizational skills, and commitment to excellence enable her to efficiently manage daily office operations, coordinate administrative and operational functions, and assist advisors with a wide range of client service needs.
In addition to reception responsibilities, Laura supports special operational projects that help ensure the firm’s day-to-day processes run smoothly. She facilitates account servicing, prepares client-related documentation, coordinates internal workflows, and provides timely support that enhances the overall client experience.
Laura is a dependable resource for both clients and colleagues. Her dedication to exceptional service, operational efficiency, and fostering strong client relationships makes her an important contributor to the continued success of WealthPlan Partners.