Diane McLaughlin
STUART — Family First Financial Planning is delighted to announce the addition of Diane McLaughlin as their newest financial life planner in the firm’s Palm Beach Gardens office. McLaughlin brings over 20 years of experience in wealth management and the financial services industry to the only hourly, as needed, financial planning firm on the Treasure Coast.
For the past 10 years, McLaughlin has worked with successful entrepreneurs and corporate executives while serving as Senior Vice President and Partner with Wachovia Wealth Management in Palm Beach. During that time she developed a niche for working with families across generations, and was promoted to Director of Client Management with Caliber, Wachovia’s family office. In 2004 McLaughlin was honored by being named one of Worth magazine’s "Top 100 Most Exclusive Wealth Advisors."
In addition to McLaughlin’s long list of financial planning credentials and years of experience, she holds a Bachelor of Science degree in finance from the University of Florida and the designation of Certified Financial Planner®. Her diverse client list, including corporate executives, divorcees, working families and retiring baby boomers, exemplifies her success and commitment to building smart, practical financial plans tailored to fit each of their unique life circumstances.
On the Move: Diane McLaughlin
