CONSORTIUM MEMBER SINCE 2015

Laurie Coleman

Client Services Manager

WealthPoint Investment Management
141 Township Avenue, Suite 303
Ridgeland, MS 39157

Phone  |  601-790-9279
Fax  |  601-707-5320
E-mail  |  laurie@wealthpointinvestment.com
www.wealthpointinvestment.com



Member Profile

Client Vision

Laurie is new to the financial services industry but not to the service industry. Her main focus is to provide excellent customer service to all clients.


Areas of Expertise

  • Customer Service
  • Administrative Support

Education/Certification

  • Graduated from the University of Georgia in 1993


Outside The Office

Laurie is a certified Personal Trainer and Group Fitness Instructor. She enjoys teaching aerobic classes and training her clients. When she is not at work or in the gym she is spending time with her husband Tim and their 2 cats.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.